Sign in
Create a free account
MACRO ADVISORS, INC.
YORK, PA
717-764-4566
SEC #801-117443Total AUM
$370.9M
Employees
9Clients
683Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
526 GREENBRIAR ROAD
YORK
PA 17404
United States
YORK
PA 17404
United States
Operating Hours
9AM - 4PM
Monday - Friday
Monday - Friday
Phone
717-764-4566
Other Offices
1
Financials
Total AUM
$370.9M
Accounts
1,649Discretionary
$360.7M
Accounts
1,600Non-Discretionary
$10.2M
Accounts
49
Clients
Individual Clients
603AUM
$151.5M
HNW Individual Clients
66AUM
$205.6M
Pension/Profit Sharing Plan Clients
5AUM
$10.8M
Charitable Organization Clients
3AUM
$1.9M
Corporation or Business Clients
6AUM
$1.1M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CTDEFLMDNCNHNJPASCTXVAVT
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.