Macroview Investment Management LLC

Macroview Investment Management LLC (CRD# 149621) is a financial advisory firm headquartered in Bethesda, MD. They manage $106,212,655 in 426 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    106
    MILLION
  • Total Number of Accounts
    426
    ACCOUNTS
  • Average Account Value
    $249,325
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
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, FL, GA, MD, MN, NE, NY, OH, TX, VA

Financial Advisors at Macroview Investment Management LLC
Showing 1 - 5 of 5 top financial advisors.
1
Christopher T. Thomas
CRD#: 4629514
7315 Wisconsin Avenue, Suite 400 West Tower, Bethesda, MD 20814
96
Wealthminder
score

Christopher Thomas (CRD# 4629514) is an Investment Advisor Representative working at Macroview Investment Management LLC in Bethesda, MD and has over 14 years of experience in the finance industry. Christopher Thomas has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Benjamin R. Corson
CRD#: 6074174
7315 Wisconsin Avenue, Suite 400 West Tower, Bethesda, MD 20814
93
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.

3
David J. Olson
CRD#: 4726228
7315 Wisconsin Avenue, Suite 400 West Tower, Bethesda, MD 20814
93
Wealthminder
score

David Olson (CRD# 4726228) is an Investment Advisor Representative working at Macroview Investment Management LLC in Bethesda, MD and has over 14 years of experience in the finance industry.

4
Micah Patashnik
CRD#: 6190524
7315 Wisconsin Avenue, Suite 400 West Tower, Bethesda, MD 20814
90
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.

5
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.

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