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| Happy Holidays!! thanks for using AUM13F!! |
| Marquette Asset Management LLC
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| CRD # | 282482 |
| SEC # | 801-107122 |
| CIK # | 0001395067 |
| AUM | $817.1 M (2025-05-06) |
| Employees | 7 (43% Investors, 0% Brokers) |
| Phone | 612-661-3770 |
| Address | 150 South Fifth Street Minneapolis, MN 55402 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Amcor PLC | 2.1 | ||
| Apple Inc | 0.8 | ||
| Hershey Co | 0.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 105 | 44.7 |
| (b) Individuals (high net worth individuals) | 120 | 695.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 6.9 |
| (h) Charitable organizations | 8 | 31.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 23.7 |
| (n) Other | 7 | 15.0 |
| Total | 701 | 817.1 |
| By Discretionary | ||
| Discretionary | 701 | 817.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 701 | 817.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 817.1 | |
| Total | 701 | 817.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001395067] | |
| SC 13G | [0001395067] |
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|---|---|---|
|
Lebenthal Global Advisors LLC
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NY | 0.8 |
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Delap Wealth Advisory LLC
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OR | 0.8 |
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PYA Waltman Capital LLC
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TN | 0.8 |
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McGuire Investment Group LLC
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RI | 0.8 |
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Pointoak Retirement Advisors LLC
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VA | 0.8 |
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IFG Advisors LLC
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MO | 0.8 |
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Three Bridge Wealth Advisors LLC
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CA | 0.8 |
|
McGlone Suttner Wealth Management Inc
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WI | 0.8 |
|
JT Stratford LLC
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GA | 0.8 |
|
Round Rock Advisors LLC
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CT | 0.8 |