Macroview Investment Management LLC

Macroview Investment Management LLC (CRD# 149621) is a financial advisory firm headquartered in Bethesda, MD. They manage $197,423,576 in 513 accounts and serve the financial needs of clients across 11 states (or territories).

Current Firm Details
4800 Hampden Lane, Suite 200, Bethesda, MD 20814
https://twitter.com/macroview401k
By the Numbers
  • Total Assets Under Management
    197
    MILLION
  • Total Number of Accounts
    513
    ACCOUNTS
  • Average Account Value
    $384,841
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
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, DC, FL, GA, MD, MN, NE, NY, TX, VA, WA

Financial Advisors at Macroview Investment Management LLC
Showing 1 - 3 of 3 top financial advisors.
1
Daniel Cohen, financial advisor Bethesda MD
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 25 years of experience in the finance industry.

2
Micah Patashnik, financial advisor Bethesda MD
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 Thomas, financial advisor Bethesda MD
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. 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.

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.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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