Macroview Investment Management LLC

Macroview Investment Management LLC (CRD# 149621) is a financial advisory firm headquartered in Bethesda, MD. They manage $270,946,378 in 622 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    271
    MILLION
  • Total Number of Accounts
    622
    ACCOUNTS
  • Average Account Value
    $435,605
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, DC, FL, GA, MD, MN, NE, NY, SC, TX, VA, WA

Financial Advisors at Macroview Investment Management LLC
Showing 1 - 3 of 3 top financial advisors.
1
Daniel J. Cohen
CRD#: 2960336
4800 Hampden Lane, Suite 200, Bethesda, MD 20814

Daniel Cohen (CRD# 2960336) is an Investment Advisor Representative working at Macroview Investment Management LLC in Bethesda, MD and has over 26 years of experience in the finance industry.

2
Micah Patashnik
CRD#: 6190524
4800 Hampden Lane, Suite 200, Bethesda, MD 20814

Micah Patashnik (CRD# 6190524) is an Investment Advisor Representative working at Macroview Investment Management LLC in Bethesda, MD and has over 10 years of experience in the finance industry.

3
Christopher T. Thomas
CRD#: 4629514
4800 Hampden Lane, Suite 200, Bethesda, MD 20814

Christopher Thomas (CRD# 4629514) 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.