Unclaimed Profile

Dipal Hamir Patel

MACRO ADVISORS, INC.·YORK, Pennsylvania

Clean recordMACRO ADVISORS, INC.

526 GREENBRIAR ROAD, YORK, PA 17404CRD# 5331706Firm CRD# 118832

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Dipal Hamir Patel · YORK, PA

Registration

CRD #5331706 · MACRO ADVISORS, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Dipal Hamir Patel is a registered financial advisor based in YORK, Pennsylvania, affiliated with MACRO ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

MACRO ADVISORS, INC.

AUM

$209M

Regulatory assets under management

Employees

Total firm employees

View all advisors at MACRO ADVISORS, INC. →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Background

Compensation

Percentage of AUM

Hourly charges

Regulatory

SEC/IARD CRD# 5331706

Firm CRD# 118832

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Dipal Hamir Patel offer?

Dipal Hamir Patel specializes in Financial Planning, Investment Management. Contact their office in YORK, Pennsylvania for a consultation.

What are Dipal Hamir Patel's credentials?

Dipal Hamir Patel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Dipal Hamir Patel located?

Dipal Hamir Patel is based in YORK, Pennsylvania, working with MACRO ADVISORS, INC.. Their office serves clients in the YORK metropolitan area and surrounding communities.

How does Dipal Hamir Patel charge for services?

Dipal Hamir Patel's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MACRO ADVISORS, INC.?

MACRO ADVISORS, INC. has approximately 7 employees and manages $209M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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