National Retirement Planning Experts

National Coverage
Local Professionals

Isthmus Partners, Llc

Tel: 608-729-0949
1 South Pinckney Street
Suite 818
Madison, Wisconsin  53703

Find an Advisor
It's Fast, Free & Easy

  Your Information is Safe and Secure

Isthmus Partners, Llc

Isthmus Partners, Llc is a Madison, Wisconsin based financial advisory firm with nearly $$952,505,865 in assets under management and provides investment advisory services for 1264 clients. There are currently 15 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial Planning, Portfolio Management for Individuals, Portfolio Management for Businesses

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

171279

SEC#:

801-79683

No. of Clients:

1264

Assets under Management

$952,505,865

No. of Advisors:

15

More Financial Advisory Firms in Madison, Wisconsin

More Firms in Madison, Wisconsin >>