Marquette Asset Management is an investment advisor in Minneapolis with $810.99 mm assets under management.
Company profile
Website
Employees
Location
Fiscal year end
Former names
Marquette Asset Management Inc.
SEC CIK
IRS number
410883341
SEC advisor number
801-107122
FINRA CRD number
282482
AUM ?
$810.99 mm
(as of 1 Aug 22)
Accounts
522
(as of 1 Aug 22)
Employees
8
(3 investment advisory or research)
Address
Marquette Asset Management
150 SOUTH 5TH STREET
SUITE 2800
MINNEAPOLIS
MN 55402
150 SOUTH 5TH STREET
SUITE 2800
MINNEAPOLIS
MN 55402
Office hours
Monday - Friday, 8:00 AM - 5:00 PM
Phone
6126613770
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Gullikson, Jean, Kathryn | Managing Director - Chief Compliance Officer | 05/2014 | < 5% |
Vernier, Christopher, Marcel | President | 06/2016 | < 5% |
Marquette Wealth Management, LLC | 100% Owner | 12/2017 | > 75% |
Thomas Ruth, Valerie, Ann | Managing Director | 06/2022 | < 5% |
Spoo, Abbey, Marlana | Managing Director & Chief Investment Officer | 06/2022 | < 5% |
Vernier, Christopher, Marcel | Owner and Manager | 08/2017 | 50-75% |
Gullikson, Jean, Kathryn | Owner | 08/2017 | 25-50% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
2 Feb 24
SC 13G
Marquette Asset Management / Marquette Asset Management ownership change
2 Feb 24
13F-HR
Quarterly holdings report by institutional manager
27 Oct 23
13F-HR
Quarterly holdings report by institutional manager
28 Jul 23
13F-HR
Quarterly holdings report by institutional manager
1 May 23
13F-HR
Quarterly holdings report by institutional manager
12 Jan 23
SC 13G
Marquette Asset Management / Marquette Asset Management ownership change
11 Jan 23
13F-HR
Quarterly holdings report by institutional manager
6 Oct 22
13F-HR
Quarterly holdings report by institutional manager
15 Jul 22
13F-HR
Quarterly holdings report by institutional manager
26 Apr 22