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MACRO ADVISORS, INC.
CRD 118832 · SEC 801-117443
526 GREENBRIAR ROAD, YORK, PA, 17404, United States
Phone
717-764-4566
Fax
717-767-5663
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$370.9M
Discretionary AUM
$360.7M
Team
9 total employees; 8 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-05-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 603 | $151.5M |
| High net worth individuals | 66 | $205.6M |
| Pension/profit sharing plans | 5 | $10.8M |
| Charitable organizations | 3 | $1.9M |
| Corporations/business entities | 6 | $1.1M |
States served
VT, DE, MD, NJ, NC, PA, SC, VA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD