Wealth Manager
    SEC Registered

    Marquette Associates, Inc.

    Registered investment advisor · Chicago, Illinois · CRD #21572

    Assets Under Management
    $47.1B
    Client Accounts
    348
    Employees
    147
    CRD Number
    21572
    Registration
    SEC Registered
    Custodian
    Principal Global Investors, Midwest Institutional Trust Company, Amalgamated Bank Of New York

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Marquette Associates, Inc.

    Marquette Associates, Inc. is an independent investment advisory firm founded in 1986, specializing in fiduciary investment consulting for public funds, private clients, and sustainable investing. It maintains 100% employee ownership and has over 30 years of experience.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

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    Frequently Asked Questions

    What is Marquette Associates, Inc.'s AUM?

    Marquette Associates, Inc. reports approximately $47.1B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Marquette Associates, Inc. headquartered?

    Marquette Associates, Inc. is headquartered in Chicago, Illinois.

    What is Marquette Associates, Inc.'s CRD number?

    Marquette Associates, Inc.'s CRD number is 21572. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Marquette Associates, Inc. manage?

    Marquette Associates, Inc. manages approximately 348 client accounts according to its latest SEC filing.

    Is Marquette Associates, Inc. SEC registered?

    Yes, Marquette Associates, Inc. is registered with the SEC as an investment adviser with an approved registration status.

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