1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2MARCO INVESTMENT MANAGEMENT LLC

Map pinATLANTA, GA
Phone404-504-8600
NotebookSEC #801-55605
Total AUM
$1.8B
Employees
9
Clients
270

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1100 ATLANTA FINANCIAL CENTER
3353 PEACHTREE ROAD NE
ATLANTA
GA 30326
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
404-504-8600

ReceiptFinancials

Total AUM
$1.8B
Accounts
697
Discretionary
$1.8B
Accounts
697
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
81
AUM
$34.3M
HNW Individual Clients
185
AUM
$1.4B
Charitable Organization Clients
1
AUM
$124.7M
Government Entity Clients
1
AUM
$103.8M
Corporation or Business Clients
1
AUM
$114.5M
Other Clients
1
AUM
$3.3M
Description of Other Clients
WRAP

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLGALANCNHTNTX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 1 other business.

Feature requires an account