MACROVIEW INVESTMENT MANAGEMENT LLC

4800 Hampden Lane
Suite 200
Bethesda, Maryland 20814
Tel: 301-907-6794

About MACROVIEW INVESTMENT MANAGEMENT LLC

MACROVIEW INVESTMENT MANAGEMENT LLC, formally registered with the SEC as MACROVIEW INVESTMENT MANAGEMENT LLC. The firm was established in 06/02/2010. They have over 3 offices throughout the country.

MACROVIEW INVESTMENT MANAGEMENT LLC is a Bethesda, Maryland based Financial Planning firm with nearly $296,892,087 assets under management, offering retirement planning & investment advisory services to 703 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	149621
SEC#	801-71500
Assets Managed by Firm	$296,892,087
No. of Clients	703
No. of Advisors	5

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (PENSION CONSULTING FEES; INVESTMENT CONSULTING FEES)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Other (INVESTMENT CONSULTING SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	703	$296,892,087
Individuals (other than high net worth individuals)	159	$62,157,703
High net worth individuals	53	$132,219,839
Pension and profit sharing plans	7	$87,340,349
Charitable organizations	Fewer than 5 clients	$7,093,804
Other investment advisers	Fewer than 5 clients	$6,011,215
Corporations or other businesses	6	$2,069,177

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