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ISTHMUS PARTNERS, LLC
ISTHMUS PARTNERS, LLC
MADISON, Wisconsin
·
6 registered advisors
·
CRD# 171279
SEC# 801-79683
0
608-729-0949
01
Firm Overview
AUM
$1.1B
Regulatory assets under management
Employees
16
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at ISTHMUS PARTNERS, LLC
6 registered advisors
David A Hackworthy
MADISON, Wisconsin
CRD# 2109487
Frank Joseph Gambino
MADISON, Wisconsin
CRD# 2463345
Jeremy R Baier
MADISON, Wisconsin
CRD# 4977490
Joel Carter Mcneil
MADISON, Wisconsin
CRD# 2185799
Ryan Matthew Cobb
MADISON, Wisconsin
CRD# 7859071
Victor Enrique Rodriguez
MADISON, Wisconsin
CRD# 1314441
05
Office Locations
MADISON, Wisconsin
6 advisors
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Data sourced from SEC Form ADV filings. ISTHMUS PARTNERS, LLC (CRD# 171279) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.