Macroview Investment Management LLC

Macroview Investment Management LLC (CRD# 149621) is a financial advisory firm headquartered in Bethesda, MD. They manage $100,555,925 in 441 accounts and serve the financial needs of clients across 35 states (or territories).

By the Numbers
  • Total Assets Under Management
    101
    MILLION
  • Total Number of Accounts
    441
    ACCOUNTS
  • Average Account Value
    $228,018
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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.

AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, LA, MA, MD, MI, MN, MO, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI

Financial Advisors at Macroview Investment Management LLC
Showing 1 - 3 of 3 top financial advisors.
1
Benjamin R. Corson
CRD#: 6074174
7315 Wisconsin Avenue, Suite 400 West Tower, Bethesda, MD 20814
90
Wealthminder
score

Benjamin Corson (CRD# 6074174) is an Investment Advisor Representative working at Macroview Investment Management LLC in Bethesda, MD and has over 5 years of experience in the finance industry.

2
Micah Patashnik
CRD#: 6190524
7315 Wisconsin Avenue, Suite 400 West Tower, Bethesda, MD 20814
89
Wealthminder
score

Micah Patashnik (CRD# 6190524) is an Investment Advisor Representative working at Macroview Investment Management LLC in Bethesda, MD and has over 4 years of experience in the finance industry.

3
Daniel J. Cohen
CRD#: 2960336
7315 Wisconsin Avenue, Suite 400 West Tower, Bethesda, MD 20814
81
Wealthminder
score

Daniel Cohen (CRD# 2960336) is an Investment Advisor Representative working at Macroview Investment Management LLC in Bethesda, MD and has over 20 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.