Macc IV Group

Overview

Macc IV Group is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves individual and family clients, offering financial planning and portfolio management for individuals and small businesses. Its fee arrangements include both a percentage-of-assets model and fixed fees. The adviser does not position itself as a capital allocator or pension consultant, does not report being an active ESG investor, and is not listed as a multi-state or newly formed adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices