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- Custodian
- Charles Schwab & Company ยท US Bank
- Clients
- Retail and Institutional
- Platforms
- Frontier catalyst
- Established Date
- 06-02-1975
- Office Locations
- 1
Office Locations
About Kirr, Marbach & Company, LLC
Kirr, Marbach & Company (Columbus, IN) is an investment advisory firm serving retail and institutional clients with asset management, portfolio construction, and financial planning. Since 1975, it has followed a disciplined, fundamental bottom-up value investment methodology, implemented largely with ETFs and public funds. The investment team holds CFA charterholder credentials and is supported by a dedicated client service team; custody includes Charles Schwab.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MARK DAVID FOSTER
Chief Operating Officer
- CRD
- #4342080
- Ownership
- 25% but less than 50%
MICKEY KIM
Chief Compliance Officer, Partner
- CRD
- #1162054
- Ownership
- 25% but less than 50%
Insight vertex
Radial signal pioneer
- CRD
- #86800
- Ownership
- 29.2%
Showing 2 of 4 owners & executives
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Zachary Paul Greiner
--
- CRD
- #6794046
Margaret Hae Soon Kamman
--
- CRD
- #7605707
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $587,658,991 | $2,091,313 |
| Non-Discretionary | $0 | -- |
| Total | $587,658,991 | $2,091,313 |
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Separately Managed Accounts
Total SMA Asset: $477,462,501
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $193,187,751 | 12.3% |
| Public Funds | $356,533,492 | 22.7% |
| Cash | $639,247,274 | 40.7% |
| Corporate - Investment Grade | $381,663,607 | 24.3% |
| Total | $1,570,632,124 | 100.0% |