Overview
Assets Under Management: $297 million
Headquarters: BETHESDA, MD
High-Net-Worth Clients: 53
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 53
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 44.53
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 703
Discretionary Accounts: 703
Regulatory Filings
CRD Number: 149621
Last Filing Date: 2025-02-20 00:00:00
Website: https://macroviewim.com