Overview
Assets Under Management: $780 million
Headquarters: VERONA, NJ
High-Net-Worth Clients: 366
Average Client Assets: $2 million
Frequently Asked Questions
MAKROD INVESTMENT ASSOCIATES INC 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 #110325), MAKROD INVESTMENT ASSOCIATES INC is subject to fiduciary duty under federal law.
MAKROD INVESTMENT ASSOCIATES INC is headquartered in VERONA, NJ.
MAKROD INVESTMENT ASSOCIATES INC serves 366 high-net-worth clients according to their SEC filing dated March 29, 2024. View client details ↓
According to their SEC Form ADV, MAKROD INVESTMENT ASSOCIATES INC offers portfolio management for individuals. View all service details ↓
MAKROD INVESTMENT ASSOCIATES INC manages $780 million in client assets according to their SEC filing dated March 29, 2024.
According to their SEC Form ADV, MAKROD INVESTMENT ASSOCIATES INC serves high-net-worth individuals. View client details ↓
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