Contingent Macro Advisors LLC

Contingent Macro Advisors LLC (CRD# 154620) is a financial advisory firm headquartered in Lafayette, CA. They manage $3,936,129 in 2 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    2
    ACCOUNTS
  • Average Account Value
    $1,968,065
Compensation Options
  • A percentage of assets under your management
  • Subscription fees (for a newsletter or periodical)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Contingent Macro Advisors LLC
Showing 1 - 1 of 1 top financial advisors.
1
Terrence J. Connelly
CRD#: 2985148
1990 N. California Blvd., Suite 830, Walnut Creek, CA 94596
90
Wealthminder
score

Terrence Connelly (CRD# 2985148) is an Investment Advisor Representative working at Contingent Macro Advisors LLC in Walnut Creek, CA and has 1 year of experience in the finance industry.

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