Overview
Assets Under Management: $253 million
Headquarters: YORK, PA
High-Net-Worth Clients: 53
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 53
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 37.71
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,567
Discretionary Accounts: 1,508
Non-Discretionary Accounts: 59
Regulatory Filings
CRD Number: 118832
Filing ID: 1986743
Last Filing Date: 2025-05-05 18:03:00
Website: https://macroadv.com