Macro Wealth Management, Inc.

Macro Wealth Management, Inc. (CRD# 143382) is a financial advisory firm headquartered in Peoria, IL. They manage $4,648,392 in 21 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
6915 N. Knoxville Avenue, Upper Level Suite B, Peoria, IL 61614
https://facebook.com/macrowealthmanagement
By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    21
    ACCOUNTS
  • Average Account Value
    $221,352
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IL, TX, WA

Financial Advisors at Macro Wealth Management, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Mart McClellan, financial advisor Peoria IL
Mart G. McClellan
CRD#: 5394743
6915 N. Knoxville Avenue, Upper Level Suite B, Peoria, IL 61614

Mart McClellan (CRD# 5394743) is an Investment Advisor Representative working at Macro Wealth Management, Inc. in Peoria, IL and has over 17 years of experience in the finance industry.

2
Timothy Streid, financial advisor Lake Forest IL
Timothy J. Streid
CRD#: 1968211
Lake Forest, IL

Timothy Streid (CRD# 1968211) is an Investment Advisor Representative working at Macro Wealth Management, Inc. in Lake Forest, IL and has over 32 years of experience in the finance industry.

3
Seth Huling, financial advisor Peoria IL
Seth M. Huling
CRD#: 7664222
6915 N. Knoxville Avenue, Upper Level Suite B, Peoria, IL 61614

Seth Huling (CRD# 7664222) is an Investment Advisor Representative working at Macro Wealth Management, Inc. in Peoria, IL and has 1 year of experience in the finance industry.

4
Cynthia Streid, financial advisor Peoria IL
Cynthia J. Streid
CRD#: 7698932
6915 N. Knoxville Avenue, Upper Level Suite B, Peoria, IL 61614

Cynthia Streid (CRD# 7698932) is an Investment Advisor Representative working at Macro Wealth Management, Inc. in Peoria, IL and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals