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MARQUETTE ASSOCIATES, INC.

Legal name: PEIRCE PARK GROUP INC.

CRD 118655File 801-71334
APPROVED
Retail clients
Custody
Filing as of May 15, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$315.7M
Below cohort median (national)
Discretionary AUM
$312.7M
Non-discretionary $3.0M
Clients
5
5 accounts
Employees
6
Below cohort median in PA

Identity & registration

ADV Item 1
Organization form
Corporation
Firm type
Registered
SEC region
PLRO
Registration date
Apr 16, 2010
Principal office
600 WILLOWBROOK LANE, SUITE 610, WEST CHESTER, PA, 19382
Phone
610-719-0300

Assets & accounts

ADV Item 5F
Total regulatory AUM
$315.7M
Discretionary AUM
$312.7M
Non-discretionary AUM
$3.0M
Discretionary accounts
4
Non-discretionary accounts
1
Total accounts
5
AUM per client
$63.1M

Clients by type

ADV Item 5D
Client typeClientsAUM
High net worth individualsFewer than 5$3.0M
State or municipal government entitiesFewer than 5$312.7M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Other
  • Fixed fees
  • Hourly charges
  • Other (described)RETAINER BASED FEE
  • A percentage of assets under your management

Advisory activities

  • Other
  • Publications
  • Other advisory activities
  • Selection of other advisers
  • Portfolio management for other
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
Yes
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.