Macedon Financial Management, LLC

RIAState Registered

Total AUM

$40.7M

Discretionary

$25.7M

63% of AUM

Avg account

$403K

Accounts

101

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 333269
Website: www.macedonfinancial.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: Pension & Profit Sharing Plans43.24%
Corporations / Businesses35.87%
Individuals11.89%
HNWI7.62%
Charitable Organizations1.38%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Macedon Financial Management, LLC is an independent, owner-operated registered investment adviser structured as an LLC. The firm serves both individual and family clients as well as institutional accounts, charging fees as a percentage of assets under management. Its advisory scope includes comprehensive financial planning, discretionary and non-discretionary portfolio management for individuals, small businesses and institutions, and pension consulting. Macedon indicates it does not position itself as an active ESG investor and does not report multi-state adviser status. The firm lists an affiliation with an insurance company, which may reflect distribution or product relationships that complement its advisory services, such as annuities. Macedon is not identified as a capital allocator or a related adviser.