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

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