Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > new jersey > verona > MAKROD INVESTMENT ASSOCIATES INC
MAKROD INVESTMENT ASSOCIATES INC
44 Ann Street
Verona, New Jersey 07044
Tel: 973-239-1033
About MAKROD INVESTMENT ASSOCIATES INC
MAKROD INVESTMENT ASSOCIATES INC, formally registered with the SEC as MAKROD INVESTMENT ASSOCIATES INC. The firm was established in 11/06/1986. They have over 1 offices throughout the country.
MAKROD INVESTMENT ASSOCIATES INC is a Verona, New Jersey based Financial Planning firm with nearly $780,166,820 assets under management, offering retirement planning & investment advisory services to 565 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 110325 |
| SEC# | 801-28113 |
| Assets Managed by Firm | $780,166,820 |
| No. of Clients | 565 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 565 | $780,166,820 |
| Individuals (other than high net worth individuals) | 201 | $38,529,112 |
| High net worth individuals | 355 | $697,929,367 |
| Pension and profit sharing plans | 1 | $12,628,668 |
| Charitable organizations | 8 | $31,079,673 |
More Retirement Planning firms in Verona, New Jersey:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $1,014,741,753,029 | 1021 | 1705 | |
| $702,387,082,915 | 1093486 | 12701 | |
| $691,908,159,462 | 1840565 | 61 | |
| $499,516,358,508 | 637 | 925 | |
| $458,191,510,749 | 46332 | 1483 |
Explore More Retirement Advisors in Verona, New Jersey