Marco Investment Management LLC (Atlanta)

Name: Marco Investment Management LLC
Address: 1100 Atlanta Financial Center, Atlanta, GA, 30326
Telephone: 404-504-8600

Marco Investment Management LLC is a large advisory firm based in Atlanta. It manages $832.06 million of regulatory assets for 487 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arkansas, California, Florida, and 5 other states.

Marco Investment Management provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Marco Investment Management: assets under management

The assets under management (AUM) of Marco Investment Management LLC is $832.06 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 302% since the beginning of its operation, and $1.54 million of the total AUM is attributable to clients outside of the United States.

The firm manages $832.06 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.71 million each.

Marco Investment Management has custody of $251.6 million in cash and securities for 153 clients in total but doesn’t act as a qualified custodian.

Investments

The firm invests in exchange traded securities the most. They account for 61% of the total AUM. The second-largest asset type is investment grade corporate bonds, which make up 19% of the firm’s portfolio. Investments in government bonds form 6% of the total invested assets.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Marco Investment Management LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Marco Investment Management serves?

The firm provides services to individuals, high net worth individuals, and corporations or other businesses. The largest group of clients of Marco Investment Management is high net worth individuals with 102 clients and $535.79 million of assets under management. Among the 8 most similar advisory firms, Marco Investment Management has the 2nd highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $730.45 million for 196 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.

Marco Investment Management doesn't advise any private funds.

Careers at Marco Investment Management LLC

The company employs 9 people that are either part- or full-time employees. 56 percent of the employees work as investment advisers or researchers. 5 employees are registered as investment adviser representatives with the state securities authorities.

There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Steven Scott Marco	Managing director/chief compliance officer	1 May 1998	75% - 100%	2076950
Helen Hutto Halloran	Chief compliance officer	1 Nov 2015	Other	4211214

Based in Atlanta

The principal office where Marco Investment Management LLC performs its advisory services is located at 1100 Atlanta Financial Center, Atlanta, GA 30326, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 404-504-8600 or by fax 404-504-8604. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at marcoinv.com.