Overview
Assets Under Management: $780 million
Headquarters: VERONA, NJ
High-Net-Worth Clients: 366
Average Client Assets: $2 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 366
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.66
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 565
Non-Discretionary Accounts: 565
Regulatory Filings
CRD Number: 110325
Last Filing Date: 2024-03-29 00:00:00
Website: https://makrod.com