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Timothy Thomas Burdick

MARQUETTE ASSOCIATES, INC.·CHICAGO, Illinois
Clean record6 years registeredMARQUETTE ASSOCIATES, INC.
180 NORTH LASALLE STREET, CHICAGO, IL 60601CRD# 4517875Firm CRD# 21572

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Timothy Thomas Burdick · CHICAGO, IL
Registration
CRD #4517875 · MARQUETTE ASSOCIATES, INC. · 6 years registered
Brand Profile
Not yet started
01

Career History

May 2020present
02

Registrations & Exams

Registration record
First registered · May 8, 2020
Years registered · 6
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MARQUETTE ASSOCIATES, INC.
CRD 21572 · SEC 801-54006
AUM
$23.0B
Regulatory assets under management
Employees
132
217 client accounts
Services offered by MARQUETTE ASSOCIATES, INC.
Per Form ADV
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
Other
Client types served by the firm
Per Form ADV
Individuals
Nonprofits & Foundations
Introduction

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05

Frequently Asked Questions

What services does Timothy Thomas Burdick offer?
Timothy Thomas Burdick specializes in Investment Management. Contact their office in CHICAGO, Illinois for a consultation.
What are Timothy Thomas Burdick's credentials?
Timothy Thomas Burdick is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Timothy Thomas Burdick located?
Timothy Thomas Burdick is based in CHICAGO, Illinois, working with MARQUETTE ASSOCIATES, INC.. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.
How does Timothy Thomas Burdick charge for services?
Timothy Thomas Burdick's firm is compensated through percentage of aum, hourly charges, subscription fees, other: retainer based fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MARQUETTE ASSOCIATES, INC.?
MARQUETTE ASSOCIATES, INC. has approximately 132 employees and manages $23.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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