526 Greenbriar Road
York, Pennsylvania 17404
Tel: 717-764-4566
MACRO ADVISORS, INC, formally registered with the SEC as MACRO ADVISORS, INC. The firm was established in 10/07/2019. They have over 3 offices throughout the country.
MACRO ADVISORS, INC. is a York, Pennsylvania based Financial Planning firm with nearly $253,321,993 assets under management, offering retirement planning & investment advisory services to 1567 clients. The firm is staffed with 9 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 118832 |
SEC# | 801-117443 |
Assets Managed by Firm | $253,321,993 |
No. of Clients | 1567 |
No. of Advisors | 9 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1567 | $253,321,993 |
Individuals (other than high net worth individuals) | 572 | $143,127,500 |
High net worth individuals | 53 | $95,527,240 |
Pension and profit sharing plans | 5 | $8,749,899 |
Charitable organizations | 2 | $1,763,404 |
Corporations or other businesses | 6 | $4,153,950 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$7,909,760,294,676 | 209 | 980 | |
$501,645,588,245 | 80 | 101 | |
$432,749,681,046 | 153 | 262 | |
$333,066,527,268 | 804462 | 2107 | |
$194,796,322,013 | 93301 | 411 |
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