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Building 2MACROVIEW INVESTMENT MANAGEMENT LLC

Map pinBETHESDA, MD
Phone301-907-6794
NotebookSEC #801-71500
Total AUM
$387.1M
Employees
5
Clients
251

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4800 HAMPDEN LANE
SUITE 200
BETHESDA
MD 20814
United States
Operating Hours
8AM-5PM
Monday - Friday
Phone
301-907-6794
Other Offices
2

ReceiptFinancials

Total AUM
$387.1M
Accounts
830
Discretionary
$387.1M
Accounts
830
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
159
AUM
$70M
HNW Individual Clients
66
AUM
$179.7M
Pension/Profit Sharing Plan Clients
14
AUM
$120.7M
Charitable Organization Clients
1
AUM
$6.7M
Investment Advisor Clients
1
AUM
$6.1M
Corporation or Business Clients
10
AUM
$4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
INVESTMENT CONSULTING SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
PENSION CONSULTING FEES; INVESTMENT CONSULTING FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
CADCFLGAMDMNNCNENYOHSCTXVAWA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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