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MACRO ADVISORS, INC.
MACRO ADVISORS, INC.
YORK, Pennsylvania
·
5 registered advisors
·
CRD# 118832
SEC# 801-117443
2
717-764-4566
01
Firm Overview
AUM
$209M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
03
Specialties
Financial Planning
Investment Management
04
Advisors at MACRO ADVISORS, INC.
5 registered advisors
Darshana Jay Desai
YORK, Pennsylvania
CRD# 4498980
Dipal Hamir Patel
YORK, Pennsylvania
CRD# 5331706
Jay Matilal Desai
YORK, Pennsylvania
CFP
CRD# 1888390
Mahir Desai
YORK, Pennsylvania
CRD# 7094311
Mikesh Desai
YORK, Pennsylvania
CRD# 6366738
05
Office Locations
YORK, Pennsylvania
5 advisors
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Data sourced from SEC Form ADV filings. MACRO ADVISORS, INC. (CRD# 118832) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.