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ISTHMUS PARTNERS, LLC

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

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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

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

Firm CRD#:

171279

SEC#:

801-79683

No. of Clients:

1732

Assets under Management

$1,296,248,165

No. of Advisors:

16

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