Marquette Associates, INC.

Hourly fees in Chicago, IL

SEC registeredNo commissions reported

Call (312) 527-5500 Send a message Map ↗

Public-record details

Address: 180 North Lasalle Street, Suite 3500, Chicago, IL 60601
Phone: (312) 527-5500
Listed under: Hourly fees, Flat / fixed fees, % of assets managed, Retirement plan consulting
CRD number: 21572
Registration: SEC registered since 1997-03-25
Compensation (Form ADV 5.E): Percentage of assets under management; Hourly charges; Fixed fees; Other (Retainer Based Fee)
Commissions: None reported (Form ADV Item 5.E)
Services (Form ADV 5.G): Portfolio management for individuals/small businesses; Pension consulting; Selection of other advisers; Educational seminars/workshops
Regulatory assets under management: $47.1 billion
Accounts managed: 348
Clients reported (Form ADV 5.D): 348
Individual / high-net-worth clients: 0 / 103
Employees: 147
Other business activities (Form ADV 6.A): None reported
Disclosures reported on Form ADV: None reported
Latest Form ADV filing: 2026-05-15

SEC registered investment adviser, CRD 21572, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

SEC IAPD summary for CRD 21572 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
FINRA BrokerCheck — look up the individual advisers at this firm.
Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

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