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| I'm in the process of updating the data!! apologies for any slow speeds! |
| Marco Investment Management LLC
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| CRD # | 108170 |
| SEC # | 801-55605 |
| CIK # | 0001080493 |
| AUM | $1.3 BB (2024-08-21) |
| Employees | 9 (56% Investors, 0% Brokers) |
| Phone | 404-504-8600 |
| Address | 1100 Atlanta Financial Center Atlanta, GA 30326 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Value ($MM) | |
|---|---|---|---|
| Broadcom Inc | 72.0 | ||
| Apple Inc | 58.8 | ||
| Qualcomm Inc/DE | 38.6 | ||
| Microsoft Corp | 35.3 | ||
| Costco Wholesale Corp /NEW | 35.0 | ||
| J P Morgan Chase & Co | 32.5 | ||
| AbbVie Inc | 24.1 | ||
| Caterpillar Inc | 23.9 | ||
| Cigna Corp | 23.7 | ||
| Lowes Companies Inc | 23.5 | ||
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 72 | 30.7 |
| (b) Individuals (high net worth individuals) | 172 | 1,029.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 97.6 |
| (i) State or municipal government entities | 0 | 85.2 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 91.7 |
| (n) Other | 0 | 2.9 |
| Total | 619 | 1,337.4 |
| By Discretionary | ||
| Discretionary | 619 | 1,337.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 619 | 1,337.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,337.4 | |
| Total | 619 | 1,337.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001080493] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Invst LLC
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|
IN | 1.3 |
|
Wealthstream Advisors Inc
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|
NY | 1.3 |
|
Cannon Financial Strategists Inc
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|
GA | 1.3 |
|
Waddell & Associates LLC
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|
TN | 1.3 |
|
SLOY Dahl & Holst LLC
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|
WA | 1.3 |
|
Carolinas Wealth Consulting LLC
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|
NC | 1.3 |
|
SNS Financial Group LLC
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|
MN | 1.3 |
|
Tritonpoint Wealth LLC
✚
|
MD | 1.3 |
|
The Hoerner Planning Group LLC
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|
VA | 1.3 |
|
Fiduciary Wealth Partners LLC
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|
MA | 1.3 |