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MACRO ADVISORS, INC.
526 Greenbriar Road
York, Pennsylvania 17404
Tel: 717-764-4566
About MACRO ADVISORS, INC.
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.
Firm Information
| 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 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| 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 |
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