Marquette Associates, Inc.
Marquette Associates, Inc. is an SEC-registered ria in West Chester, PA with $315.7M assets under management (AUM, regulatory AUM), -33% over one year. See who owns Marquette Associates, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 118655, SEC 801-71334, data through 2026-05-15.
- AUM (assets under management / regulatory AUM)
- $315.7M (2026-05-15)
- Firm type
- Ria
- Location
- West Chester, PA
- Employees
- 6
- Clients
- 5
- CRD
- 118655
- Ownership
- MARQUETTE ASSOCIATES, INC.; HAMANN, TIMOTHY, JAY; WRUBEL, BRIAN, MITCHELL; SHONE, MICHAEL, WILLIAM; MARTIN, LEE, HAMILTON
How much AUM does Marquette Associates, Inc. have?
Marquette Associates, Inc. reported $315.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-15).
Who owns Marquette Associates, Inc.?
Disclosed owners and executives of Marquette Associates, Inc. include MARQUETTE ASSOCIATES, INC., HAMANN, TIMOTHY, JAY, WRUBEL, BRIAN, MITCHELL, SHONE, MICHAEL, WILLIAM, MARTIN, LEE, HAMILTON. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.