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MACROVIEW INVESTMENT MANAGEMENT LLC

CRD 149621 · SEC 801-71500

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4800 HAMPDEN LANE, SUITE 200, BETHESDA, MD, 20814, United States

Phone

301-907-6794

Fax

301-560-8939

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$387.1M

Discretionary AUM

$387.1M

Team

5 total employees; 4 advisory reps

Clients

101-250

Fees

Percentage of AUM; Hourly charges; Fixed fees; PENSION CONSULTING FEES; INVESTMENT CONSULTING FEES

Org form

Limited Liability Company

Filing date

2026-02-26

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersINVESTMENT CONSULTING SERVICES

Client types

TypeClientsAUM
Individuals159$70.0M
High net worth individuals66$179.7M
Pension/profit sharing plans14$120.7M
Corporations/business entities10$4.0M

States served

CA, DC, GA, MD, MN, NE, NY, NC, OH, SC, VA, WA, TX, NH, FL

All web addresses on file

Official SEC filing: View on IAPD