Macroview Investment Management LLC (Bethesda)

Name: Macroview Investment Management LLC
Address: 4800 Hampden Lane, Bethesda, MD, 20814
Telephone: 301-907-6794

Macroview Investment Management LLC is a large advisory firm based in Bethesda. It manages $129.78 million of regulatory assets for 498 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdictions of California, Florida, Georgia, and 7 other states.

Macroview Investment Management provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and investment consulting services. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Macroview Investment Management: assets under management

The assets under management (AUM) of Macroview Investment Management LLC is $129.78 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -43% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $129.78 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $260.6 thousand each.

Investments

The firm invests in state and local bonds the most. They account for 47% of the total AUM. The second-largest asset type is investment and business development companies, which make up 40% of the firm’s portfolio. Investments in cash and cash equivalents form 9% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Macroview Investment Management LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Macroview Investment Management serves?

The firm provides services to individuals and high net worth individuals. The largest group of clients of Macroview Investment Management is individuals with 186 clients and $66.49 million of assets under management. Among the 7 most similar advisory firms, Macroview Investment Management has the 2nd highest percentage of individuals out of all clients.

The amount of regulatory assets under management is $119.29 million for 216 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Macroview Investment Management doesn't advise any private funds.

Careers at Macroview Investment Management LLC

The company employs 5 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 5 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Michael Paul Lebowitz	Member	1 Jan 2009	25% - 50%	2949300
Daniel Jay Cohen	Member and managing director; chief compliance officer	1 May 2010	25% - 50%	2960336
Llc Aftershock Advisors	Member	1 May 2010	Other	80-0601505
Micah Patashnik	Director, trading and operations	1 Dec 2017	Other	6190524
Benjamin Richard Corson	Director, trading and operations	1 Dec 2017	Other	6074174
Fidelis Business Advisory Llc	Member	1 Jun 2019	Other	82-2058633

Indirect Owners

The SEC currently registers 3 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Robert Andrew Wiedemer	Member	1 May 2010	50% - 75%	5785173
John David Wiedemer	Member	1 May 2010	50% - 75%	5785176
Rahul Chandra Prakash	Managing member and senior partner	1 Jul 2017	75% - 100%	7149017

Based in Bethesda

The principal office where Macroview Investment Management LLC performs its advisory services is located at 4800 Hampden Lane, Bethesda, MD 20814, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 301-907-6794 or by fax 301-560-8939. The normal business hours are 8am-5pm on Monday - Friday. You can find more information about the New York firm at macroviewim.com and its LinkedIn profile.