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).

Current Firm Details
600 Willowbrook Lane, Suite 610, West Chester, PA 19382
http://www.peircepark.com
By the Numbers
  • Total Assets Under Management
    411
    MILLION
  • Total Number of Accounts
    12
    ACCOUNTS
  • Average Account Value
    $34,213,294
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

DE, PA

Financial Advisors at Marquette Associates, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Lee Martin, financial advisor West Chester PA
Lee H. Martin
CRD#: 4410962
300 South High Street, West Chester, PA 19382

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.

2
Sarah Wilson, financial advisor West Chester PA
Sarah E. Wilson
CRD#: 3109538
600 Willowbrook Lane, Suite 610, West Chester, PA 19382

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.

3
Patrick Wing, financial advisor West Chester PA
Patrick W. Wing
CRD#: 6245272
600 Willowbrook Lane, Suite 610, West Chester, PA 19382

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.

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.

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