ISTHMUS PARTNERS, LLC
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
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Education seminars/workshops
Find & Compare Top Financial Advisors in your area
A better way to find the right financial advisor
Are you a Financial Advisor in Wisconsin?
Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?
Top Financial Advisory Firms in Wisconsin, Madison
Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM