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| Happy Holidays!! thanks for using AUM13F!! |
| Makrod Investment Associates Inc
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|---|---|
| CRD # | 110325 |
| SEC # | 801-28113 |
| CIK # | |
| AUM | $803.7 M (2025-03-31) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 973-239-1033 |
| Address | 44 Ann Street Verona, NJ 07044 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 183 | 38.2 |
| (b) Individuals (high net worth individuals) | 366 | 728.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 12.5 |
| (h) Charitable organizations | 7 | 24.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 557 | 803.7 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 557 | 803.7 |
| Total | 557 | 803.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 803.7 | |
| Total | 557 | 803.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Sterling Investment Counsel LLC
✚
|
NY | 0.8 |
|
The Advisory Resource Group LLC
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OK | 0.8 |
|
Asset Management Group Inc
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CT | 0.8 |
|
Erguz LLC
✚
|
TX | 0.8 |
|
Parsons Capital Management LLC
✚
|
PA | 0.8 |
|
Fagan Associates Inc
✚
|
NY | 0.8 |
|
B&D White Capital Company LLC
✚
|
TX | 0.8 |
|
Horst & Graben Wealth Management LLC
✚
|
OR | 0.8 |
|
Cullen Investment Group Ltd
✚
|
LA | 0.8 |
|
Snowwater Investment Partners LLC
✚
|
0.8 |