1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2MAKROD INVESTMENT ASSOCIATES INC

Map pinVERONA, NJ
Phone973-239-1033
NotebookSEC #801-28113
Total AUM
$894.4M
Employees
4
Clients
576

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
44 ANN STREET
VERONA
NJ 07044
United States
Operating Hours
9 A.M TO 5 P.M.
Monday - Friday
Phone
973-239-1033

ReceiptFinancials

Total AUM
$894.4M
Accounts
576
Discretionary
$0
Accounts
0
Non-Discretionary
$894.4M
Accounts
576

ContactClients

View more in analytics →

Individual Clients
153
AUM
$26.1M
HNW Individual Clients
415
AUM
$827.5M
Pension/Profit Sharing Plan Clients
1
AUM
$13.5M
Charitable Organization Clients
7
AUM
$27.4M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NJ

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account