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MAQRO ADVISORS LLC
7004 Bee Caves Road
Building 1, Suite 200
Austin, Texas 78746
Tel: (512) 673-8292
About MAQRO ADVISORS LLC
MAQRO ADVISORS LLC, formally registered with the SEC as MAQRO ADVISORS LLC. The firm was established in 07/28/2021. They have over 1 offices throughout the country.
MAQRO ADVISORS LLC is a Austin, Texas based Financial Planning firm with nearly $165,007,942 assets under management, offering retirement planning & investment advisory services to 817 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 289245 |
| SEC# | 801-121961 |
| Assets Managed by Firm | $165,007,942 |
| No. of Clients | 817 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 817 | $165,007,942 |
| Individuals (other than high net worth individuals) | 5 | $511,058 |
| High net worth individuals | 74 | $109,532,858 |
| Charitable organizations | 1 | $18,910,293 |
| Corporations or other businesses | Fewer than 5 clients | $75,000 |
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