Marco Consulting Group, Inc. (Chicago)

Name: Marco Consulting Group, Inc.
Address: 550 West Washington, Chicago, IL, 60661
Telephone: 312-575-9000

Marco Consulting Group, Inc. is a pension cosultant based in Chicago. It manages $6.6 billion of regulatory assets for 474 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Illinois.

Marco Consulting Group provides pension consulting services, selection of other advisers, publication of newsletters, educational seminars and workshops, and proxy voting and independent fiduciary. 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 Consulting Group: assets under management

The assets under management (AUM) of Marco Consulting Group, Inc. is $6.6 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 350% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $6.6 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $13.91 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Marco Consulting Group, Inc. for their services and products based on a percentage of assets under management and fixed fees. 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.

Careers at Marco Consulting Group, Inc.

John Michael Marco has been acting as President since 1 Jul 2001. Eileen Marie Dunbar joined the executive team most recently as the Chief Operating Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Thomas Allen Sr Mitchell	Executive vice president	1 Dec 1987	25% - 50%	1788079
John Michael Marco	President	1 Dec 1987	50% - 75%	847245
Greg Allen Kinczewski	Vice president/general counsel	1 Mar 1994	Other	2222984
Thomas Allen Mitchell	Vice chairman/secretary/treasurer	1 Jul 2001	Other	1788079
John Michael Marco	Chairman/president	1 Jul 2001	25% - 50%	847245
Thomas Allen Sr Mitchell	Vice chairman	1 Jul 2001	25% - 50%	1788079
Ian Wilson Jones	President/chief executive officer	1 Jul 2001	Other	2492862
Richard Edward Graf	Chief executive officer	1 Aug 2006	Other	1092879
Michael Dennis Joyce	Executive vice president	1 Jun 2007	Other	5476877
Matthew Daniel Deconcini	Chief compliance officer	1 Jun 2010	Other	5881433
Russell Campbell	Chief executive officer	1 Aug 2010	Other	4712328
Susan Ann Crotty	Senior vice president	1 Jan 2011	Other	4201539
Amy Kristen Forebaugh	Vp/director fiduciary services	1 Jan 2011	Other	2298956
Eileen Marie Dunbar	Chief operating officer	1 Sep 2011	Other	2073492
Jason T Zenk	Chief executive officer	1 Dec 2011	Other	6039884

Based in Chicago

The principal office where Marco Consulting Group, Inc. performs its advisory services is located at 550 West Washington, Chicago, IL 60661, which is also the mailing address of the firm. An additional office of the firm is in Braintree, MA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 312-575-9000 or by fax 312-575-9840. The normal business hours are 8 am - 6 pm on Monday - Friday. You can find more information about the New York firm at marcoconsulting.com.