Macroclimate LLC

Macroclimate LLC (CRD# 130655) is a financial advisory firm headquartered in San Francisco, CA. They manage $168,265,935 in 63 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
Box 7775 #20915, San Francisco, CA 94120
https://www.linkedin.com/company/macroclimate-llc
By the Numbers
  • Total Assets Under Management
    168
    MILLION
  • Total Number of Accounts
    63
    ACCOUNTS
  • Average Account Value
    $2,670,888
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Macroclimate LLC
Showing 1 - 2 of 2 top financial advisors.
1
Mark Kriss, financial advisor Oakland CA
Mark R. Kriss
CRD#: 4769406
Oakland, CA

Mark Kriss (CRD# 4769406) is an Investment Advisor Representative working at Macroclimate LLC in Oakland, CA and has over 20 years of experience in the finance industry.

2
Peter Kriss, financial advisor Oakland CA
Peter H. Kriss
CRD#: 6599826
Oakland, CA

Peter Kriss (CRD# 6599826) is an Investment Advisor Representative working at Macroclimate LLC in Oakland, CA and has over 2 years 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.

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