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Home > Retirement Planners > georgia > atlanta > MARCO INVESTMENT MANAGEMENT LLC
MARCO INVESTMENT MANAGEMENT LLC
1100 Atlanta Financial Center
3353 Peachtree Road Ne
Atlanta, Georgia 30326
Tel: 404-504-8600
About MARCO INVESTMENT MANAGEMENT LLC
MARCO INVESTMENT MANAGEMENT LLC, formally registered with the SEC as MARCO INVESTMENT MANAGEMENT LLC. The firm was established in 06/08/1998. They have over 1 offices throughout the country.
MARCO INVESTMENT MANAGEMENT LLC is a Atlanta, Georgia based Financial Planning firm with nearly $1,337,378,640 assets under management, offering retirement planning & investment advisory services to 619 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 108170 |
| SEC# | 801-55605 |
| Assets Managed by Firm | $1,337,378,640 |
| No. of Clients | 619 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 619 | $1,337,378,640 |
| Individuals (other than high net worth individuals) | 72 | $30,717,780 |
| High net worth individuals | 172 | $1,029,198,504 |
| Charitable organizations | Fewer than 5 clients | $97,599,082 |
| Corporations or other businesses | Fewer than 5 clients | $91,701,765 |
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