WEST CHESTER, PACRD 118655Latest ADV March 26, 2026
Marquette Associates, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in West Chester, PA. Its latest Form ADV filing, dated March 26, 2026, reports $316M in regulatory assets under management, 6 employees, 1 office, and 5 accounts.
Assets Under Management
$316M
Employees
6
Offices
1 office
Total Clients
5
Primary office
WEST CHESTER, PA
600 WILLOWBROOK LANE, SUITE 610, WEST CHESTER, PA, United States
Top client segmentGovernment represent 80.0% of total clients.
Top client categories% of clientsClients
1
Government
80.0%
4
2
HNWI
20.0%
1
Categories with <5 clients
High net worth individuals (HNWI)<5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$316Mas of March 26, 2026
Discretionary99.0%
$313M
99% of total RAUM99.0%
Non-discretionary1.0%
$3M
1% of total RAUM1.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$316M
Total Accounts5
10Y AUM Change$-4.2B (-93.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee1:1
10Y Employee Change-4 (-40.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.