MARCA, INC.
Legal name: MARCA LIFE PLANNING
CRD #134639 SEC #801-68851 BIRMINGHAM, AL 205-408-3000
SEC Registered
Total AUM
$70.8M
Discretionary
$0
Employees
1
Clients
1
Accounts
565
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2012 | $70.8M | $0 | $70.8M | 1 | 200 |
| May 2012 | $70.8M | $0 | $70.8M | 1 | 200 |
| Apr 2012 | $70.8M | $0 | $70.8M | 1 | 200 |
| Mar 2012 | $70.8M | $0 | $70.8M | 1 | 200 |
| Dec 2011 | $61M | $0 | $61M | 1 | 190 |
| Dec 2011 | $61M | $0 | $61M | 1 | 190 |
| Mar 2011 | $61M | $0 | $61M | 5 | -- |
| Mar 2010 | $40.4M | $0 | $40.4M | 5 | -- |
| Mar 2009 | $30.8M | $0 | $30.8M | 5 | -- |
| Feb 2008 | $43.4M | $0 | $43.4M | 5 | -- |
DateJun 2012
Total AUM$70.8M
Discretionary$0
Non-Disc.$70.8M
Employees1
Clients200
DateMay 2012
Total AUM$70.8M
Discretionary$0
Non-Disc.$70.8M
Employees1
Clients200
DateApr 2012
Total AUM$70.8M
Discretionary$0
Non-Disc.$70.8M
Employees1
Clients200
DateMar 2012
Total AUM$70.8M
Discretionary$0
Non-Disc.$70.8M
Employees1
Clients200
DateDec 2011
Total AUM$61M
Discretionary$0
Non-Disc.$61M
Employees1
Clients190
DateDec 2011
Total AUM$61M
Discretionary$0
Non-Disc.$61M
Employees1
Clients190
DateMar 2011
Total AUM$61M
Discretionary$0
Non-Disc.$61M
Employees5
Clients--
DateMar 2010
Total AUM$40.4M
Discretionary$0
Non-Disc.$40.4M
Employees5
Clients--
DateMar 2009
Total AUM$30.8M
Discretionary$0
Non-Disc.$30.8M
Employees5
Clients--
DateFeb 2008
Total AUM$43.4M
Discretionary$0
Non-Disc.$43.4M
Employees5
Clients--