Isthmus Partners

Finance · Wisconsin, United States · 11-50 Employees

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Overview

Headquarters

1 S Pinckney St Ste 818, Madison, Wiscon...

Phone Number

(608) 729-0949

Revenue

$6.6 Million

Industry

Finance Securities Trading

About Isthmus Partners

Isthmus Partners is a financial services firm based in Madison, Wisconsin, specializing in tailored wealth and investment management solutions. They serve a diverse clientele, including individuals, families, and institutional investors, providing services such as financial planning, investment management, and wealth advisory. The firm is committed to delivering distinctive client care and achieving competitive, long-term investment performance through a disciplined and transparent investment process. As fiduciaries, they prioritize building trust and confidence with their clients by focusing on their unique financial needs and goals.Explore more
Isthmus Partners's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Isthmus Partners Org Chart

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DH
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Founding Partner, and Chief Investment Office...

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JB
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Partner, Senior Equity Analyst

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FG
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Founding Partner, Chief Equity Strategist

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BC
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Financial Planning & Portfolio Management Spe...

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Compare Similar Companies to Isthmus Partners

Compare insights from companies similar to Isthmus Partners, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Isthmus Partners

$6.6M
11-50
Private
-
2014
DH
David HackworthyFounding Partner, and Chief Investment Officer
<$5M
1-10
Private
-
2009
RC
Raymond ChildsPortfolio Manager
<$5M
1-10
Private
-
2009
RL
Rebecca LunaManager, Office Client Services
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Isthmus Partners Tech Stack

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Frequently Asked Questions Regarding Isthmus Partners

What is Isthmus Partners's official website?
Isthmus Partners's official website is www.isthmuspartnersllc.com
What is Isthmus Partners's Revenue?
Isthmus Partners's revenue is $6.6 Million
What is Isthmus Partners's SIC code?
Isthmus Partners's SIC: 62,628
What is Isthmus Partners's NAICS code?
Isthmus Partners's NAICS: 52,523
How many employees does Isthmus Partners have?
Isthmus Partners has 11-50 employees
What industry does Isthmus Partners belong to?
Isthmus Partners is in the industry of: Finance, Securities Trading
What is Isthmus Partners competition?
Isthmus Partners top competitors include: Shorepoint Capital Partners, Chapman & Cardwell Capital Management
What technology does Isthmus Partners use?
Some of the popular technologies that Isthmus Partners uses are: WooCommerce, WordPress.org, PHP, Google Font API
How do I contact Isthmus Partners?
Isthmus Partners contact info: Phone number: (608) 729-0949 Website: www.isthmuspartnersllc.com
What does Isthmus Partners do?

Isthmus Partners is a financial services firm based in Madison, Wisconsin, specializing in tailored wealth and investment management solutions. They serve a diverse clientele, including individuals, families, and institutional investors, providing services such as financial planning, investment management, and wealth advisory. The firm is committed... to delivering distinctive client care and achieving competitive, long-term investment performance through a disciplined and transparent investment process. As fiduciaries, they prioritize building trust and confidence with their clients by focusing on their unique financial needs and goals.Read More

What are Isthmus Partners social media links?
Isthmus Partners Linkedin page
Is Isthmus Partners a public company?
Isthmus Partners is private company therefore does not currently have an official ticker symbol
See more information about Isthmus Partners

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