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).
-
Total Assets Under Management271MILLION
-
Total Number of Accounts622ACCOUNTS
-
Average Account Value$435,605
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
CA, DC, FL, GA, MD, MN, NE, NY, SC, TX, VA, WA
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.
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.
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.