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Mary Theresa Allmon

Marietta Investment Partners, LLC

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About Mary Theresa Allmon

Mary Theresa Allmon is an Investment Advisor Representative for Marietta Investment Partners, LLC, a firm based in Milwaukee, WI. Mary is registered with the state of Wisconsin and Texas. Mary obtained her Series 65 license in March of 2013. Mary is a Certified Financial Planner and specializes in Portfolio Management for Individuals and Businesses.

Firm Information

Mary Allmon is currently registered with Marietta Investment Partners, LLC. Marietta Investment Partners, LLC is an investment advisor headquartered in Milwaukee, WI. The firm manages approximately $535,555,196 in assets for 347 clients, primarily high-net-worth individuals, individuals other than high-net-worth, and charitable organizations. Marietta Investment Partners, LLC provides portfolio management services for individuals and businesses.
Marietta Investment Partners, LLC

100 EAST WISCONSIN AVENUE, SUITE 2650

MILWAUKEE, WI 53202

$535.56M

Assets Under Management

Not reported

Total Clients

4

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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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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percentage of assets

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

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Mary Allmon’s Registration & Firm History

WI

03/18/2013 - Present

Marietta Investment Partners, LLC (MILWAUKEE WI)

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Licenses & Designations

IA

Issued 03/15/2013

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mary Theresa Allmon.
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