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.
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 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. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
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.
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.
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.