Macroclimate LLC
Firm details
- Headquarters
- ,
- CRD number
- 130655
- Registered since
- August 24, 2015
- Website
- macroclimate.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI97.45%
- Individuals2.37%
- Charitable Organizations0.18%
- Services
- Financial PlanningPortfolio Management for IndividualsPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Macroclimate LLC is an independent registered investment adviser organized as an LLC and first registered with the SEC in 2015. The firm is owned by an individual and serves both individual and family clients as well as institutional accounts. Its fee model is flexible, including percentage-of-AUM pricing along with hourly, fixed-fee, and other arrangements. Advisory services emphasize financial planning and portfolio management for individuals and small businesses, and the firm also produces written periodicals and runs educational seminars and workshops. Macroclimate identifies as an active ESG investor.
Assets & Accounts
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
- Non-Exchange Traded Equities51%
- Public Funds/Mutual Funds49%
Owners & executives
1 of 1
Peter Kriss
Chief Investment OfficerCRD 6599826
Contacts
1 of 1
Mark Kriss
ChairmanCRD 4769406
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Atlantic Family Wealth, LLC
RIASouth Miami, FL
Daniel Investment Group Inc.
RIARoyal Oak, MI
Pare Partners II LLC
RIAMiami, FL
Alcosta Capital Management, Inc.
RIASan Ramon, CA
Crescent Sterling Ltd.
RIAMetairie, LA
Cornerstone Securities LLC
RIAOverland Park, KS