|
⚲
|
| Makrod Investment Associates Inc
✚
|
|
|---|---|
| CRD # | 110325 |
| SEC # | 801-28113 |
| CIK # | |
| AUM | $780.2 MM (2024-03-29) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 973-239-1033 |
| Address | 44 Ann Street Verona, NJ 07044 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 201 | 38.5 |
| (b) Individuals (high net worth individuals) | 355 | 697.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 12.6 |
| (h) Charitable organizations | 8 | 31.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 565 | 780.2 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 565 | 780.2 |
| Total | 565 | 780.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 780.2 | |
| Total | 565 | 780.2 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Greatmark Investment Partners Inc
✚
|
GA | 0.8 |
|
The Gleason Group Inc
✚
|
KY | 0.8 |
|
Avion Wealth LLC
✚
|
TX | 0.8 |
|
Strategic Investment Solutions Inc
✚
|
IL | 0.8 |
|
The H Group Inc
✚
|
OR | 0.8 |
|
Rainey & Randall Investment Management Inc
✚
|
FL | 0.8 |
|
Giraffes Inc
✚
|
MS | 0.8 |
|
The Pacific Center for Financial Services
✚
|
CA | 0.8 |
|
Altiora Financial Group LLC
✚
|
OH | 0.8 |
|
Tobias Financial Advisors Inc
✚
|
FL | 0.8 |