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MARQUETTE ASSOCIATES, INC.

CRD 21572 · SEC 801-54006

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180 NORTH LASALLE STREET, SUITE 3500, CHICAGO, IL, 60601, United States

Phone

312-527-5500

Fax

312-527-9064

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$47.06B

Discretionary AUM

$29.52B

Team

147 total employees; 64 advisory reps; 754 broker-dealer reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Fixed fees; RETAINER BASED FEE

Org form

Corporation

Filing date

2026-05-15

Disciplinary history

No

Services

Portfolio management (individuals)Pension consultingSelection of other advisersPublication of periodicalsEducational seminarsGENERAL CONSULTING SERVICES

Client types

TypeClientsAUM
High net worth individuals103$4.93B
Pension/profit sharing plans29$17.23B
Charitable organizations143$17.16B
State/municipal entities52$5.34B
Corporations/business entities2$48.2M

States served

CA, CO, DE, DC, GA, IL, IN, IA, KS, KY, LA, MD, MA, MI, MN, NE, NJ, NY, NC, OH, PA, TN, VA, WI, MO, TX, NH, FL

All web addresses on file

Official SEC filing: View on IAPD