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MARIETTA INVESTMENT PARTNERS, LLC
MARIETTA INVESTMENT PARTNERS, LLC
MILWAUKEE, Wisconsin
·
8 registered advisors
·
CRD# 108479
SEC# 801-57179
0
414-289-9080
01
Firm Overview
AUM
$536M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
8
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
03
Specialties
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at MARIETTA INVESTMENT PARTNERS, LLC
8 registered advisors
Amanda K Grams
MILWAUKEE, Wisconsin
CRD# 7174238
Charles Patrick Evans
MILWAUKEE, Wisconsin
CRD# 6172611
Christine Marie Smyth
MILWAUKEE, Wisconsin
CRD# 2855531
John Thadewald Evans
MILWAUKEE, Wisconsin
CRD# 851671
Jonathan Andrew Smucker
MILWAUKEE, Wisconsin
CRD# 6163725
Lori J Brook
MILWAUKEE, Wisconsin
CRD# 3213024
Mary Theresa Allmon
MILWAUKEE, Wisconsin
CRD# 6037044
Robert Christopher Draper
MILWAUKEE, Wisconsin
CRD# 6172609
05
Office Locations
MILWAUKEE, Wisconsin
8 advisors
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Data sourced from SEC Form ADV filings. MARIETTA INVESTMENT PARTNERS, LLC (CRD# 108479) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.