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MACROVIEW INVESTMENT MANAGEMENT LLC

BETHESDA, MD · CRD 149621 · IAPD ↗ · macroviewim.com · 301-907-6794

$387.1MRegulatory AUM
4Advisory reps
5Employees
0Clients
101-250Planning clients
0Private funds
15States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

64
March 2026 — MACROVIEW INVESTMENT MANAGEMENT LLC reported RAUM up 30% ($296.9M -> $387.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
49
March 2025 — MACROVIEW INVESTMENT MANAGEMENT LLC notice-filed in NC, NH, OH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
January 2025 — MACROVIEW INVESTMENT MANAGEMENT LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
March 2024 — MACROVIEW INVESTMENT MANAGEMENT LLC notice-filed in SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
March 2024 — MACROVIEW INVESTMENT MANAGEMENT LLC reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
65
March 2024 — MACROVIEW INVESTMENT MANAGEMENT LLC reported RAUM up 37% ($197.4M -> $270.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.