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| Happy Holidays!! thanks for using AUM13F!! |
| Macro Advisors Inc
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| CRD # | 118832 |
| SEC # | 801-117443 |
| CIK # | 0001821406 |
| AUM | $253.3 M (2025-05-05) |
| Employees | 9 (89% Investors, 0% Brokers) |
| Phone | 717-764-4566 |
| Address | 526 Greenbriar Road York, PA 17404 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 572 | 143.1 |
| (b) Individuals (high net worth individuals) | 53 | 95.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 8.7 |
| (h) Charitable organizations | 2 | 1.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 4.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,567 | 253.3 |
| By Discretionary | ||
| Discretionary | 1,508 | 243.9 |
| Non-Discretionary | 59 | 9.4 |
| Total | 1,567 | 253.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 253.3 | |
| Total | 1,567 | 253.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Hawke Financial Group LLC
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|
ID | 0.3 |
|
Continuum Wealth Advisors LLC
✚
|
NY | 0.3 |
|
Hilton Head Capital Partners LLC
✚
|
SC | 0.3 |
|
Chiron Capital Management LLC
✚
|
FL | 0.3 |
|
Beckerman Institutional LLC
✚
|
NJ | 0.3 |
|
Gimbal Financial LLC
✚
|
IN | 0.3 |
|
Hemming& Wealth Management Inc
✚
|
MI | 0.3 |
|
Pelkonen and Associates LLC
✚
|
NY | 0.3 |
|
Black Cypress Capital Management LLC
✚
|
0.3 | |
|
JP Wealth Management Inc
✚
|
SC | 0.3 |