GLOBAL MACRO ASSET MANAGEMENT LLC
Firm details
- Headquarters
- LAS VEGAS, Nevada
- CRD number
- 171568
- Website
- globalmacroasset.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI71.88%
- Individuals28.12%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Global Macro Asset Management LLC is a small, privately held investment advisory firm organized as an LLC and owned by an individual. The firm focuses on discretionary portfolio management for individual and family clients as well as for small businesses and institutional clients. Its revenue model is a traditional percentage-of-assets-under-management fee. Global Macro does not identify as an ESG investor and is not reported as a multi-state or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Public Funds/Mutual Funds80%
- Cash & Cash Equivalents20%
Owners & executives
1 of 1DONALD CODY
President, CEOCRD 1200329
Contacts
1 of 1ROBERT JORGENSEN
Registered RepresentativeCRD 1200214
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
LAS VEGAS, NV
CLARK
Location
LAS VEGAS, NV
Headquartered in LAS VEGAS, NV, anchoring the Las Vegas-Henderson, NV metro in the West.
- Metro area
- Las Vegas-Henderson, NV
- Region
- West
- County
- CLARK
- Address
- 3753 Howard Hughes Pkwy
- Time zone
- PT (UTC-8)
- Office locations
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