Macro Advisors, Inc.
Firm details
- Headquarters
- York, Pennsylvania
- CRD number
- 118832
- Registered since
- October 7, 2019
- Website
- macroadv.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI55.45%
- Individuals40.86%
- Pension & Profit Sharing Plans2.9%
- Charitable Organizations0.51%
- Corporations / Businesses0.28%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Macro Advisors, Inc. is an independent registered investment adviser that began SEC registration in 2019. The firm serves a mixed client base of individuals, families and institutional investors and combines portfolio management with financial planning, pension consulting and selection-of-other-advisers services. It also operates as an insurance broker and identifies itself as a capital allocator, directing client capital into third‑party managers. Fee arrangements include a percentage of assets under management and hourly charges. The firm does not identify as an active ESG investor.
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 Funds61%
- US Government Bonds29%
- Exchange Traded Equities6%
- Cash & Cash Equivalents3%
- Other1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 39Active vs passive
$460M in ETFs
28%
$130M
63%
$331M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FT VEST LADDERED BUFFER ETF (BUFR) | Active | Options Trading | $66.8M | 1,782,095 | 14.50% |
Location
York, PA
York
Location
York, PA
Headquartered in York, PA, anchoring the Harrisburg-York-Lebanon, PA metro in the Northeast.
- Metro area
- Harrisburg-York-Lebanon, PA
- Region
- Northeast
- County
- York
- Address
- 526 Greenbriar Rd
- Time zone
- ET (UTC-5)
- Office locations
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