Macedon Financial Management, LLC
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
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Macedon Financial Management, LLC is a small, owner-run registered investment adviser operating as a limited liability company. The firm serves both individual/family clients and institutional/business clients and charges clients on a percentage-of-assets-under-management basis. Its stated advisory services include portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services. Macedon does not identify itself as an active ESG investor and is not set up as a multi-state adviser. The firm also lists an industry affiliation with an insurance company.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Cash & Cash Equivalents75%
- Exchange Traded Equities16%
- Non-Exchange Traded Equities3%
- US Government Bonds3%
- State & Local Bonds1%
Owners & executives
1 of 1
Alexander King
Chief Compliance OfficerCRD 6526804
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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