Macroview Investment Management LLC

RIASEC Registered
Total AUM
$387M
Discretionary
$387M
100% of AUM
Avg account
$466K
Accounts
830
Employees
5
Advisory reps
4

Firm details

Headquarters
Bethesda, Maryland
CRD number
149621
Registered since
June 2, 2010
Website
www.macroviewim.com
Custodians
NATIONAL FINANCIAL SERVICES LLC, CHARLES SCHWAB & CO., INC., PRINCIPAL TRUST COMPANY, INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types
  • HNWI46.42%
  • Pension & Profit Sharing Plans31.18%
  • Individuals18.08%
  • Charitable Organizations1.73%
  • Other Investment Advisers1.57%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Macroview Investment Management LLC is an independent, owner-operated RIA organized as an LLC. The firm is registered with the SEC (registered in 2010) and presents itself as a capital allocator serving both individual/family clients and institutional accounts. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, pension consulting work and selection of other advisers. Pricing mixes include percentage-of-AUM fees alongside hourly, fixed-fee and other arrangements. The firm does not characterize itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 75%, Exchange Traded Equities 9%, State & Local Bonds 8%, Cash & Cash Equivalents 6%, US Government Bonds 1%, Investment Grade Corp Bonds 1%75%
  • Public Funds/Mutual Funds75%
  • Exchange Traded Equities9%
  • State & Local Bonds8%
  • Cash & Cash Equivalents6%
  • US Government Bonds1%

Contacts

3 of 4
  • Micah Patashnik

    Micah Patashnik

    Partner, DirectorCRD 6190524

  • Michael Hoffman

    Michael Hoffman

    Co-Managing DirectorCRD 5386683

  • Christopher Thomas

    Christopher Thomas

    DirectorCRD 4629514

Unlock 1 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 79

Active vs passive

$138M in ETFs

Passive

74%

$102M

Active

20%

$36.1M

ETFProviderStyleCategoryValueShares% of portfolio
SPDR S&P 500 ETF TRUST (SPY)State StreetPassiveLarge Blend$10.7M14,2777.71%
Unlock additional holdings →

Location

Primary office

Bethesda, MD

Montgomery

Location

Bethesda, MD

Headquartered in Bethesda, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
Montgomery
Address
4800 Hampden Ln
Time zone
ET (UTC-5)
Office locations

Similar firms

Glassy Mountain Advisors, Inc.

RIA

Bethesda, MD

AUM $370MTEAM 7REPS 6

Bontempo Ohly Capital Management, LLC

RIA

Bethesda, MD

AUM $406MTEAM 6REPS 2

Bull Harbor Capital LLC

RIA

Bethesda, MD

AUM $355MTEAM 43REPS 28

Fvlcrum Partners, LLC

RIA

Bethesda, MD

AUM $329MTEAM 16REPS 3

Councilor Wealth LLC

RIA

Bethesda, MD

AUM $317MTEAM 13REPS 10

Broadoak Asset Management, LLC

RIA

Bethesda, MD

AUM $519MTEAM 10REPS 6
More RIAs in Bethesda →All Maryland RIAs →

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth