MARCA, INC.

MARCA LIFE PLANNING
BIRMINGHAM, Alabama·1 registered advisor·CRD# 134639
SEC# 801-68851205-408-3000
01

Firm Overview

AUM
$71M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at MARCA, INC.

1 registered advisor
Jeanne Carlson Smith
BIRMINGHAM, Alabama
05

Office Locations

BIRMINGHAM, Alabama
1 advisor

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Data sourced from SEC Form ADV filings. MARCA, INC. (CRD# 134639) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.