Overview
Assets Under Management: $297 million
Headquarters: BETHESDA, MD
High-Net-Worth Clients: 53
Average Client Assets: $2 million
Frequently Asked Questions
MACROVIEW INVESTMENT MANAGEMENT LLC 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 #149621), MACROVIEW INVESTMENT MANAGEMENT LLC is subject to fiduciary duty under federal law.
MACROVIEW INVESTMENT MANAGEMENT LLC is headquartered in BETHESDA, MD.
MACROVIEW INVESTMENT MANAGEMENT LLC serves 53 high-net-worth clients according to their SEC filing dated February 20, 2025. View client details ↓
According to their SEC Form ADV, MACROVIEW INVESTMENT MANAGEMENT LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
MACROVIEW INVESTMENT MANAGEMENT LLC manages $297 million in client assets according to their SEC filing dated February 20, 2025.
According to their SEC Form ADV, MACROVIEW INVESTMENT MANAGEMENT LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
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