Macroview Investment Management LLC

RIASEC Registered

Total AUM

$387M

Discretionary

$387M

100% of AUM

Avg account

$466K

Accounts

830

Employees

Advisory reps

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 registered investment adviser (SEC-registered in 2010) that manages portfolios for both individuals/families and institutional clients. The firm operates as a capital allocator and provides a range of advisory services including financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. Its fee arrangements are flexible and include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Macroview is not identified as an active ESG investor.