Macroview Investment Management LLC

Assets Under Management

$296.9M

Number of Clients

225

Number of Advisors

4

Average Client AUM

$1.3M

AUM per Advisor

$74.2M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

MacroView Investment Management LLC provides discretionary investment management services, financial planning, and retirement plan consulting. They utilize a macroeconomic, top-down approach to investing, employing fundamental, technical, cyclical, and charting analysis. They also offer sub-advisory services to unaffiliated investment advisors.

Fee Structure

Minimum Investment:$300K
Financial Planning:Included in AUM fee
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth
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Location

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

4 Advisors at this firm