Marquette Associates, Inc.
Marquette Associates, Inc. (CRD# 118655) is a financial advisory firm headquartered in West Chester, PA. They manage $410,559,528 in 12 accounts and serve the financial needs of clients across 2 states (or territories).
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Total Assets Under Management411MILLION
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Total Number of Accounts12ACCOUNTS
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Average Account Value$34,213,294
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
DE, PA
Lee Martin (CRD# 4410962) is an Investment Advisor Representative working at Marquette Associates, Inc. in West Chester, PA and has over 21 years of experience in the finance industry.
Sarah Wilson (CRD# 3109538) is an Investment Advisor Representative working at Marquette Associates, Inc. in West Chester, PA and has over 13 years of experience in the finance industry.
Patrick Wing (CRD# 6245272) is an Investment Advisor Representative working at Marquette Associates, Inc. in West Chester, PA and has 1 year of experience in the finance industry.