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Building 2MACRO CONSULTING GROUP

Map pinPARSIPPANY, NJ
Phone973-451-9400
NotebookSEC #801-70753
Total AUM
$485M
Employees
22
Clients
416

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1639 ROUTE 10 EAST
1ST FLOOR
PARSIPPANY
NJ 07054
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
973-451-9400

ReceiptFinancials

Total AUM
$485M
Accounts
416
Discretionary
$485M
Accounts
416
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
146
AUM
$78M
HNW Individual Clients
268
AUM
$405M
Charitable Organization Clients
2
AUM
$2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
ADVICE ON MATTERS NOT INVOLVING SECURITIES.
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLILMAMDNCNJNYPASCTXVA

HandshakeAffiliates

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

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