Macroclimate LLC

RIASEC RegisteredEst. 2015

Total AUM

$210M

Discretionary

$210M

100% of AUM

Avg account

$2M

Accounts

103

Employees

Advisory reps

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

FINTRX

Overview

Macroclimate LLC is an independent registered investment adviser organized as an LLC and operating since 2015. The firm serves both individual & family clients and institutional clients and charges a mix of fees (percentage of AUM, hourly, fixed and other structures). Macroclimate positions itself with an equity preference and identifies as an active ESG investor. Its advisory services include financial planning, portfolio management for individuals and small businesses, along with publishing periodicals and running educational seminars and workshops. The firm is not listed as a pension consultant or a related adviser and does not describe itself as a capital allocator.