Owen Thomas Stewart

Macro Wealth Advisors, INC.

24 Years of Experience

Sells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingInsurance Planning

Macro Wealth Advisors, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

2 advisors

Number of Clients

29 clients

Average Client Portfolio

$511K average

Assets Under Management

$14.8M

Fee Structure

Minimum Investment:$500K

Financial Planning:Investment management only

Location

3109 Gillespie Rd., Mckinney, TX, 75072

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business ActivitiesSells Insurance

Owen is the president of Macro Financial Concepts, Inc. dba Macro Wealth Concepts Inc. since 1994, dedicating about half of his time to it. He also owns rental property and is an insurance agent.