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MACRO ADVISORS, INC.

526 Greenbriar Road
York, Pennsylvania 17404
Tel: 717-764-4566

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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 StatusApproved
Firm CRD#118832
SEC#801-117443
Assets Managed by Firm$253,321,993
No. of Clients1567
No. of Advisors9

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 ClientsAUM
Firm Total1567$253,321,993
Individuals (other than high net worth individuals)572$143,127,500
High net worth individuals53$95,527,240
Pension and profit sharing plans5$8,749,899
Charitable organizations2$1,763,404
Corporations or other businesses6$4,153,950

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