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401K Investment Professionals

EST. AUM
$311,000,000

CONTACTS
1

CLIENT ACCOUNTS
137

Firm Details

Metro area Madison
CRD Number 282495
Website 401kinvestmentprofessionals.com
Client types

Overview

401K Investment Professionals, LLC is a boutique RIA based in Waunakee/Madison, Wisconsin, founded in February 2016 and led by principal Jason Donald Marty. Serving approximately 107 client accounts—including high-net-worth individuals and pension plans—the firm focuses on retirement plan advisory, fiduciary support, and participant education, managing roughly $215 million in assets through tailored services.

Platform Details

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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