Overview
Assets Under Management: $410 million
Headquarters: PARSIPPANY, NJ
High-Net-Worth Clients: 302
Average Client Assets: $1.2 million
Frequently Asked Questions
MACRO CONSULTING GROUP is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #108755), MACRO CONSULTING GROUP is subject to fiduciary duty under federal law.
MACRO CONSULTING GROUP is headquartered in PARSIPPANY, NJ.
MACRO CONSULTING GROUP serves 302 high-net-worth clients according to their SEC filing dated March 29, 2018. View client details ↓
According to their SEC Form ADV, MACRO CONSULTING GROUP offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
MACRO CONSULTING GROUP manages $410 million in client assets according to their SEC filing dated March 29, 2018.
According to their SEC Form ADV, MACRO CONSULTING GROUP serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 302
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 86.41%
Average Client Assets: $1.2 million
Total Client Accounts: 1,000
Discretionary Accounts: 1,000
Regulatory Filings
CRD Number: 108755
Filing ID: 1198591
Last Filing Date: 2018-03-29 15:59:00