MARQUETTE ASSOCIATES, INC.
Company Profile
| As of Date | 03/26/2026 |
| ADV Location | United States, IL / United States, MO / United States, PA |
| Websites |
| AUM* | 47,374,260,982 103% |
| of that, discretionary | 29,833,326,982 97% |
| Private Fund GAV* | 0 |
| Avg Account Size | 134,204,705 103% |
| High Net Worth | 29.46% 8% |
| SMA’s | Yes |
| Private Funds | 0 |
Adviser Type
Number of Employees 153 11%
of those in investment advisory functions 69 19%
Client Types
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Corporations or other businesses not listed above
- Other
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Recent News
Reported AUM
Private Funds
No private funds
Employees
Form ADV-E Surprise Examination Reports
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name PLANTE & MORAN | Filing Date07/15/2025 | Form ADV-E View Report |
| Accounting Firm Name PLANTE & MORAN | Filing Date07/01/2025 | Form ADV-E View Report |
| Accounting Firm Name PLANTE & MORAN | Filing Date07/23/2024 | Form ADV-E View Report |
| Accounting Firm Name PLANTE & MORAN | Filing Date07/19/2024 | Form ADV-E View Report |
| Accounting Firm Name PLANTE MORAN | Filing Date10/24/2023 | Form ADV-E View Report |
| Accounting Firm Name PLANTE MORAN | Filing Date10/18/2023 | Form ADV-E View Report |