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 and is owned by an individual. The firm serves both individual/family and institutional clients and bills on a percentage-of-AUM basis as well as hourly fees. Core advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of other advisers. Macro Advisors also operates as an insurance broker and identifies itself as a capital allocator, engaging external managers for certain allocations. 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
1 of 1
Jay Desai
Founder and CEOCRD 1888390
Contacts
3 of 8
Kara Miller
Partner, Financial AdvisorCRD 6246368
Dipal Patel
Office AdministratorCRD 5331706
Wade Cornett
Financial ConsultantCRD 2608827
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 39Active vs passive
$443M in ETFs
26%
$115M
67%
$328M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FT VEST LADDERED BUFFER ETF (BUFR) | Active | Options Trading | $64.7M | 1,771,732 | 14.60% |
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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