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MAKROD INVESTMENT ASSOCIATES INC
CRD 110325 · SEC 801-28113
44 ANN STREET, VERONA, NJ, 07044, United States
Phone
973-239-1033
Fax
973-239-8179
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$894.4M
Discretionary AUM
$0
Team
4 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 153 | $26.1M |
| High net worth individuals | 415 | $827.5M |
| Pension/profit sharing plans | 1 | $13.5M |
| Charitable organizations | 7 | $27.4M |
States served
NJ
All web addresses on file
Official SEC filing: View on IAPD