Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
225 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$296.9M

Fee Structure

Minimum Investment:$300K
Financial Planning:Included in AUM fee
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Location

4800 Hampden Lane, Suite 200, Bethesda, MD, 20814

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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.

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Employment History
Current Registrations
Macroview Investment Management LLC
January 2010 - Present · 16 yrs 1 mo
Previous Registrations
Chevy Chase Trust Company
November 2005 - January 2010 · 4 yrs 2 mos
Asset Management INC
February 2003 - November 2005 · 2 yrs 9 mos
State Registrations2 states
MDVA
Advisor
Exams
No exam information available for this advisor.
Daniel Jay Cohen - Financial Advisor | TrueAdvisor