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Isthmus Partners, LLC

Headquartered in MADISON, WI

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Firm Information

Isthmus Partners, LLC is an investment advisor headquartered in Madison, WI. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and other investment advisers. They manage approximately $1.1 billion in assets. Isthmus Partners, LLC has a team of 9 investment advisor representatives and is registered with the SEC under the Investment Advisers Act of 1940.

Isthmus Partners, LLC

1 SOUTH PINCKNEY STREET

MADISON, WI 53703

$1.11B

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

ISTHMUS PARTNERS, LLC has a total of 1 branch locations across the country.
location

MADISON, WI

Advisors at Isthmus Partners, LLC

View All 7 Advisors
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Frank Joseph Gambino

CFA®, RA

MADISON, WI

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Rebecca A Wiegand

RA

MADISON, WI

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Joel Carter McNeil

CFP®, RA

MADISON, WI

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David A Hackworthy

RA

MADISON, WI

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Victor Enrique Rodriguez

RA

MADISON, WI

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Brandon A Cloete

CFP®, RA

MADISON, WI

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Unclaimed
William Bruce Fox

RA

MADISON, WI

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Unclaimed
Noel David Goeddel

CFA®, RA

MADISON, WI

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Disclosures

There are no public disclosures for Isthmus Partners, LLC.

Frequently Asked Questions (5)

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