Marquette Associates, Inc.
Firm details
- Headquarters
- Chicago, Illinois
- CRD number
- 21572
- Registered since
- March 25, 1997
- Website
- www.marquetteassociates.com
- Custodians
- PRINCIPAL SECURITIES, INC., MIDWEST INSTITUTIONAL TRUST SERVICES, U.S. BANK, N.A.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- Pension & Profit Sharing Plans36.62%
- Charitable Organizations36.47%
- State / Municipal Government11.35%
- HNWI10.48%
- Other4.96%
- Services
- Portfolio Management for IndividualsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Marquette Associates, Inc. is a corporate investment adviser that has been SEC-registered since 1997 and operates as a capital allocator for both individual/family and institutional clients. The firm charges fees on a variety of bases, including a percentage of assets under management, hourly fees, and fixed-fee arrangements. Its advisory services span discretionary portfolio management for individuals and small businesses, selection of other advisers, publication of research or newsletters, educational seminars and workshops, and pension consulting services. The firm is not identified as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Private Funds41%
- Other29%
- Public Funds/Mutual Funds26%
- Cash & Cash Equivalents3%
- Exchange Traded Equities1%
Owners & executives
2 of 2
Brian Wrubel
Chief Executive OfficerCRD 1912479
Linsey Payne
Partner and Chief Compliance OfficerCRD 7424047
Contacts
3 of 11
Nathaniel Kellogg
PresidentCRD 5305957
Lauren Cellucci
Managing PartnerCRD 6248149
Miguel Zarate
Managing DirectorCRD 7089643
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 39Active vs passive
$139M in ETFs
89%
$124M
10%
$15.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $20.4M | 27,310 | 14.63% |
Location
Chicago, IL
Cook
Location
Chicago, IL
Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Cook
- Address
- 180 N La Salle St
- Time zone
- CT (UTC-6)
- Office locations
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