Macroview Investment Management LLC

RIASEC RegisteredEst. 2010

Total AUM

$387M

Discretionary

$387M

100% of AUM

Avg account

$466K

Accounts

830

Employees

Advisory reps

Firm details

Headquarters: Bethesda, Maryland
CRD number: 149621
Registered since: June 2, 2010
Website: www.macroviewim.com
Custodians: NATIONAL FINANCIAL SERVICES LLC, CHARLES SCHWAB & CO., INC., PRINCIPAL TRUST COMPANY, INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI46.42%
Pension & Profit Sharing Plans31.18%
Individuals18.08%
Charitable Organizations1.73%
Other Investment Advisers1.57%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Macroview Investment Management LLC is an independent, owner-operated registered investment adviser formed as an LLC and first registered with the SEC in 2010. The firm describes itself as a capital allocator that works with both individual/family clients and institutional accounts. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of outside advisers. Fee arrangements are flexible and include percentage-of-AUM billing as well as hourly, fixed-fee, and other structures. Macroview does not position itself as an active ESG investor and is not flagged as a multi-state adviser in the supplied data.