Overview
Assets Under Management: $165 million
Headquarters: AUSTIN, TX
High-Net-Worth Clients: 74
Average Client Assets: $2 million
Frequently Asked Questions
MAQRO ADVISORS 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 #289245), MAQRO ADVISORS LLC is subject to fiduciary duty under federal law.
MAQRO ADVISORS LLC is headquartered in AUSTIN, TX.
MAQRO ADVISORS LLC serves 74 high-net-worth clients according to their SEC filing dated March 29, 2024. View client details ↓
According to their SEC Form ADV, MAQRO ADVISORS LLC offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
MAQRO ADVISORS LLC manages $165 million in client assets according to their SEC filing dated March 29, 2024.
According to their SEC Form ADV, MAQRO ADVISORS LLC serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 74
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 77.35
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 817
Discretionary Accounts: 69
Non-Discretionary Accounts: 748
Regulatory Filings
CRD Number: 289245
Last Filing Date: 2024-03-29 00:00:00
Website: https://maqro.com