|
⚲
|
| Keyboard |
| Marquette Associates Inc
✚
|
|
|---|---|
| CRD # | 21572 |
| SEC # | 801-54006 |
| CIK # | 0002042617 |
| AUM | 47.06 B (2026-05-15) |
| Employees | 147 (44% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 312-527-5500 |
| Address | 180 North LaSalle Street Chicago, IL 60601 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 103 | 4.9 |
| (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 | 29 | 17.2 |
| (h) Charitable organizations | 143 | 17.2 |
| (i) State or municipal government entities | 52 | 5.3 |
| (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 | 0.0 |
| (n) Other | 19 | 2.3 |
| Total | 348 | 47.1 |
| By Discretionary | ||
| Discretionary | 216 | 29.5 |
| Non-Discretionary | 132 | 17.5 |
| Total | 348 | 47.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 47.1 | |
| Total | 348 | 47.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002042617] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 754 |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Moneta Group Investment Advisors LLC
✚
|
MO | 50.54 B |
|
AE Wealth Management LLC
✚
|
KS | 49.84 B |
|
Savant Capital LLC
✚
|
IL | 49.57 B |
|
Cliffwater LLC
✚
|
CA | 48.51 B |
|
EP Wealth Advisors LLC
✚
|
CA | 45.15 B |
|
Chevy Chase Trust Company
✚
|
MD | 44.93 B |
|
Private Advisor Group LLC
✚
|
NJ | 44.33 B |
|
Newedge Advisors LLC
✚
|
LA | 43.21 B |
|
Equitable Advisors LLC
✚
|
NY | 42.48 B |
|
Mawer Investment Management Ltd
✚
|
40.94 B |