SourcingSourcing

PEIRCE PARK GROUP INC.

C47
CRD 118655·SEC 801-71334·WEST CHESTER, PA
AUM
$315.7M
$100M-$500M
Est. Revenue
$3.2M
@ 1% on AUM
Est. EBITDA
$947K
@ 30% margin
Est. Deal Value
$7.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
PEIRCE PARK GROUP INC.
CRD
118655
SEC file #
801-71334
EIN
—
DBA names
Marquette Associates, Inc.

Economics

AUM
$315.7M
AUM band
$100M-$500M
AUM trajectory
'20'26
$1.07B → $315.7M▼ -70%
Client mix
State Or Municipal Govt4
Individuals High Net Worth1

Operations

Employees (total)
6
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'20'26
7 advisors → 5 advisors▼ -29%
Primary office
WEST CHESTER PA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individualsPension consultingSelection of other advisersPublication of periodicals
Fee basis
% of AUMHourly chargesFixed feesOther Compensation

Filings

Latest ADV filing
03/26/2026
ADV-W filed at
—
Website
peircepark.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MARQUETTE ASSOCIATES, INC.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
MARQUETTE ASSOCIATES, INC.
WRUBEL, BRIAN, MITCHELL
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
PEIRCEPARK.COM
Rdap Domain Creation Date
1997-07-08T04:00:00Z
Rdap Firm Age Years
29
Rdap Firm Age Band
20+y
Rdap Registrar
Cloudflare, Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
110,544
Form 5500 Compensation Trajectory 3y
2025110,544
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
110,544
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
E*trade4
U.s. Bank2
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2029-07-07T04:00:00Z
Rdap Domain Last Changed
2025-09-01T22:13:16Z
Rdap Nameservers
Aarav.ns.cloudflare.comCloe.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
21572
Trust Company Affiliate
No

People (6)

6
MARQUETTE ASSOCIATES, INC.
Direct Owner · 87.5%
21572
WRUBEL, BRIAN, MITCHELL
Executive Officer · 2.5%
1912479
PAYNE, LINSEY, SCHOEMEHL
Executive Officer · 2.5%
7424047
LEE HAMILTON MARTIN
IAR
4410962
PATRICK WILLIAM WING
IAR
6245272
SARAH E WILSON
IAR
3109538