Macroview Investment Management LLC

$387.1MAssets under management
as of Sep 2026 · SEC Form ADV
Bethesda, MD
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Tech stack

No one at Macroview Investment Management LLC has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Macroview Investment Management LLC's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Fidelity
Per Form ADV · $125M held · filed Dec 2024
Schwab
Per Form ADV · $98M held · filed Dec 2024
Delaware Charter Guarantee & Trust Company, Inc.
Per Form ADV · $32M held · filed Dec 2024