MacroView Investment Management

EST. AUM
$387,072,284

CONTACTS
3

CLIENT ACCOUNTS
830

Firm Details

Metro area Washington, DC
CRD Number 149621
Website macroviewim.com
Client types

Overview

MacroView is an independent, fee-only investment advisor committed solely to its clients' interests, with no quotas or corporate partners to influence its recommendations. The firm charges a management fee based on assets under management and does not receive commissions for any products or securities recommended. This structure ensures alignment with clients' goals, as MacroView benefits when clients benefit. Known for its personalized, consultative approach, the firm adheres to a fiduciary standard, prioritizing clients' best interests. MacroView works closely with clients to create and implement holistic financial plans, adapting to changing circumstances while providing unbiased guidance to help navigate complex financial decisions. Their focus is on fostering long-term relationships and supporting clients in achieving their personal and family financial goals.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

MacroView Investment Management

Platform Details

Investment Preferences

Alternative Activity

Address

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