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| Macro Advisors Inc
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| |
|---|---|
| CRD # | 118832 |
| SEC # | 801-117443 |
| CIK # | 0001821406 |
| AUM | $208.5 MM (2024-02-12) |
| Employees | 7 (100% Investors, 0% Brokers) |
| Phone | 717-764-4566 |
| Address | 526 Greenbriar Road York, PA 17404 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 523 | 129.5 |
| (b) Individuals (high net worth individuals) | 31 | 71.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 6.9 |
| (h) Charitable organizations | 1 | 0.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 1,425 | 208.5 |
| By Discretionary | ||
| Discretionary | 1,369 | 200.9 |
| Non-Discretionary | 56 | 7.6 |
| Total | 1,425 | 208.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 208.5 | |
| Total | 1,425 | 208.5 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Northbridge Financial Group LLC
✚
|
FL | 0.2 |
|
Sundvold Capital Management LLC
✚
|
MO | 0.2 |
|
Garrison Murphy Wealth Management LLC
✚
|
NY | 0.2 |
|
TFP Management LLC
✚
|
IA | 0.2 |
|
Cushing Capital Partners LLC
✚
|
WI | 0.2 |
|
Anchor Bay Capital Inc
✚
|
CA | 0.2 |
|
Fiduciary Financial Partners LLC
✚
|
IL | 0.2 |
|
Morse Capital Partners LLC
✚
|
VA | 0.2 |
|
Martin Nelson & Co Inc
✚
|
WA | 0.2 |
|
E A Horwitz LLC
✚
|
IL | 0.2 |