Best Investors Account Sign in
Inactive

Lee Hamilton Martin

Marquette Associates, Inc.

West Chester, PA

CRD 4410962

Claim This Profile
Employer firm

Marquette Associates, Inc. CRD 118655

$316M regulatory AUM 3 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters
  • Educational seminars
  • GENERAL CONSULTING SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Marquette Associates, Inc.

600 Willowbrook Lane Suite 610, West Chester, PA 19382 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2003-04-25
  • PA RA
    APPROVED
    Since 2003-04-25

Branch Locations

300 South High Street, West Chester, PA 19382 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Peirce Park Group West Chester PA 10/2000 Present
  • 10/2000 → Present
    Peirce Park Group
    West Chester, PA
Previous Registrations
  • 2005-01-03 → 2007-07-16
    Wharton Equity Corporation
    Wayne, PA
    Wayne, PA
    West Chester, PA
    West Chester, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-03-06
  • S66 Uniform Combined State Law Examination
    2003-03-06

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in West Chester, PA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor