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Brian Mitchell Wrubel

Marquette Associates, Inc.

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About Brian Mitchell Wrubel

Brian Mitchell Wrubel is a registered investment advisor representative with Marquette Associates, Inc., a firm based in Chicago, IL. Brian has been with the firm since September 1989, and has a special focus on investment consulting services. Brian is registered in Texas as an investment advisor representative.

Firm Information

Brian Wrubel is currently registered with Marquette Associates, Inc.. Marquette Associates, Inc. is an investment advisor headquartered in Chicago, IL. The firm primarily serves high net worth individuals, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. They specialize in investment consulting services, pension consulting, educational seminars, and publication of periodicals. The firm manages over $22 billion in assets.
Marquette Associates, Inc.

180 NORTH LASALLE STREET

CHICAGO, IL 60601

$22.95B

Assets Under Management

763

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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investment consulting services

Investment consulting services

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.

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other

Retainer based fee

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Brian Wrubel’s Registration & Firm History

IL

04/15/2005 - Present

Marquette Associates, Inc. (CHICAGO IL)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brian Mitchell Wrubel.
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