MAQRO ADVISORS LLC

RIASEC RegisteredEst. 2021

Total AUM

$174M

Discretionary

$1.6M

1% of AUM

Avg account

$178K

Accounts

981

Employees

Advisory reps

Firm details

Headquarters: AUSTIN, Texas
CRD number: 289245
Registered since: July 28, 2021
Website: www.maqro.com
Custodians: VERABANK, DIGITAL TRUST, LLC, INSPIRA FINANCIAL
Fee structure: Percentage of AUM, Performance Based Fees
Client types: HNWI62.48%
Pooled Investment Vehicles26.19%
Charitable Organizations11.33%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Maqro Advisors LLC is an independent, SEC-registered Registered Investment Adviser formed as an LLC in 2021 and owned by an individual. The firm advises both individuals and families as well as institutional clients, providing financial planning and portfolio management across individuals/small businesses, pooled vehicles, and institutional/business accounts. Fee arrangements include a percentage-of-AUM component and performance-based fees. The firm is not set up as a capital allocator and does not identify as an active ESG investor. It is organized to sponsor and serve as a general partner/managing member of pooled investment vehicles while also delivering discretionary and non-discretionary advisory services.