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Marquette Associates, Inc.

● SEC registered since 1997CRD 21572SEC# 801-54006Chicago, IL
Export (members)
Reg. AUM
$35.57B
Employees
140
Accounts
256
Location
Chicago, IL

Marquette Associates, Inc. assets under management

Marquette Associates, Inc. is an SEC-registered investment adviser based in Chicago, IL. The firm has been registered since 1997. It reports $35.6 billion in regulatory assets under management and employs 140 people.

Marquette Associates, Inc. owners & executives

10 reported
NameTitleOwnershipSince
Brett Allen ChristensonManaging Director5-10%2005
Brian Mitchell Wrubel ControlChief Executive Officer10-25%1997
David Harrison SmithManaging Director5-10%2014
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Frequently asked questions

How much does Marquette Associates, Inc. manage?

Marquette Associates, Inc. reports $35.6 billion in regulatory assets under management on its Form ADV.

How many employees does Marquette Associates, Inc. have?

Marquette Associates, Inc. reports 140 employees.

Where is Marquette Associates, Inc. located?

Marquette Associates, Inc. is based in Chicago, IL and has been SEC-registered since 1997.

Does Marquette Associates, Inc. disclose fund performance?

Marquette Associates, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address180 North Lasalle Street, Suite 3500, Chicago, IL 60601
Phone312-527-5500
Fax312-527-9064
Office hours8:00a.m. - 5:00p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$25.69B
Non-discretionary$9.88B
Total (RAUM)$35.57B