Marietta Investment Partners, LLC
Marietta Investment Partners, LLC (CRD# 108479) is a financial advisory firm headquartered in Milwaukee, WI. They manage $594,651,197 in 334 accounts and serve the financial needs of clients across 4 states (or territories).
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Total Assets Under Management595MILLION
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Total Number of Accounts334ACCOUNTS
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Average Account Value$1,780,393
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

FL, IL, TX, WI
Mary Allmon (CRD# 6037044) is an Investment Advisor Representative working at Marietta Investment Partners, LLC in Milwaukee, WI and has over 9 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.
Robert Draper (CRD# 6172609) is an Investment Advisor Representative working at Marietta Investment Partners, LLC in Milwaukee, WI and has over 9 years of experience in the finance industry.
John Evans (CRD# 851671) is an Investment Advisor Representative working at Marietta Investment Partners, LLC in Milwaukee, WI and has over 28 years of experience in the finance industry.
Robert Pieters (CRD# 5815279) is an Investment Advisor Representative working at Marietta Investment Partners, LLC in Milwaukee, WI and has over 12 years of experience in the finance industry.
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.