Kirr, Marbach & Company, LLC is a large advisory firm based in Columbus. It manages $463.06 million of regulatory assets for 288 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, California, Delaware, and 12 other states.
Kirr, Marbach & Company provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Kirr, Marbach & Company, LLC is $463.06 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 22% since the beginning of its operation, and $58.72 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has a single stream of revenue. Clients pay Kirr, Marbach & Company, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, investment companies, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Kirr, Marbach & Company is high net worth individuals with 82 clients and $268.49 million of assets under management. Among the 7 most similar advisory firms, Kirr, Marbach & Company has the 2nd lowest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $432.05 million for 283 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Kirr, Marbach & Company doesn't advise any private funds.
The company employs 8 people that are either part- or full-time employees. 88 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Kirr, Marbach & Company, LLC performs its advisory services is located at 621 Washington Street, Columbus, IN 47201 6231 The mailing address of the firm is 621 Washington Street, Columbus, IN 47201 6231. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 812-376-9444 or by fax 812-376-3889. The normal business hours are 8 am - 5 pm on Monday - Friday. You can find more information about the New York firm at kirrmar.com.