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Robert Charles Macaulay

JMAC ENTERPRISES LLC·NEWTOWN, Pennsylvania
Clean recordJMAC ENTERPRISES LLC
201 SOUTH STATE ST, NEWTOWN, PA 18940CRD# 1936227Firm CRD# 312710

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Charles Macaulay · NEWTOWN, PA
Registration
CRD #1936227 · JMAC ENTERPRISES LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Robert Charles Macaulay is a registered financial advisor based in NEWTOWN, Pennsylvania, affiliated with JMAC ENTERPRISES LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
JMAC ENTERPRISES LLC
JMAC ENTERPRISES LLC
AUM
$863M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at JMAC ENTERPRISES LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 1936227
Firm CRD# 312710
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Robert Charles Macaulay offer?
Robert Charles Macaulay specializes in Financial Planning, Investment Management. Contact their office in NEWTOWN, Pennsylvania for a consultation.
What are Robert Charles Macaulay's credentials?
Robert Charles Macaulay is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Charles Macaulay located?
Robert Charles Macaulay is based in NEWTOWN, Pennsylvania, working with JMAC ENTERPRISES LLC. Their office serves clients in the NEWTOWN metropolitan area and surrounding communities.
How does Robert Charles Macaulay charge for services?
Robert Charles Macaulay's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is JMAC ENTERPRISES LLC?
JMAC ENTERPRISES LLC has approximately 5 employees and manages $863M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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