Marietta Investment Partners, LLC

Marietta Investment Partners, LLC (CRD# 108479) is a financial advisory firm headquartered in Milwaukee, WI. They manage $435,706,303 in 297 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
100 East Wisconsin Avenue, Suite 2650, Milwaukee, WI 53202
http://www.mariettallc.com/
By the Numbers
  • Total Assets Under Management
    436
    MILLION
  • Total Number of Accounts
    297
    ACCOUNTS
  • Average Account Value
    $1,467,025
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, IL, TX, WI

Financial Advisors at Marietta Investment Partners, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Mary Allmon, financial advisor Milwaukee WI
Mary T. Allmon
CRD#: 6037044
100 East Wisconsin Avenue, Suite 2650, Milwaukee, WI 53202

Mary Allmon (CRD# 6037044) is an Investment Advisor Representative working at Marietta Investment Partners, LLC in Milwaukee, WI and has over 7 years of experience in the finance industry. Mary Allmon has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Robert Draper, financial advisor Milwaukee WI
Robert C. Draper
CRD#: 6172609
100 East Wisconsin Avenue, Suite 2650, Milwaukee, WI 53202

Robert Draper (CRD# 6172609) is an Investment Advisor Representative working at Marietta Investment Partners, LLC in Milwaukee, WI and has over 7 years of experience in the finance industry.

3
John Evans, financial advisor Milwaukee WI
John T. Evans
CRD#: 851671
100 East Wisconsin Avenue, Suite 2650, Milwaukee, WI 53202

John Evans (CRD# 851671) is an Investment Advisor Representative working at Marietta Investment Partners, LLC in Milwaukee, WI and has over 26 years of experience in the finance industry.

4
Robert Pieters, financial advisor Milwaukee WI
Robert B. Pieters
CRD#: 5815279
100 East Wisconsin Avenue, Suite 2650, Milwaukee, WI 53202

Robert Pieters (CRD# 5815279) is an Investment Advisor Representative working at Marietta Investment Partners, LLC in Milwaukee, WI and has over 10 years of experience in the finance industry.

5
Jonathan Smucker, financial advisor Milwaukee WI
Jonathan A. Smucker
CRD#: 6163725
Milwaukee, WI 53202

Jonathan Smucker (CRD# 6163725) is a Portfolio Manager working at Marietta Investment Partners, LLC in Milwaukee, WI and has over 5 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals