ISTHMUS PARTNERS, LLC - Financial Advisor in Wisconsin, Madison

Tel: 608-729-0949 1 South Pinckney Street Suite 800 Madison, Wisconsin 53703

About ISTHMUS PARTNERS, LLC

ISTHMUS PARTNERS, LLC is a Madison, Wisconsin based financial advisory firm with nearly $1,296,248,165 in assets under management and provides investment advisory services for 1732 clients. There are currently 16 financial advisors at the firm.

General Information

Firm CRD#:

171279

Firm SEC#:

801-79683

Assets Under Management:

$1,296,248,165

No. of Clients:

1732

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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