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MacRo Advisors, Inc.

Headquartered in YORK, PA

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Firm Information

MacRo Advisors, Inc. is an investment advisory firm based in York, PA, with a total of $208,504,099 in regulatory assets under management. They specialize in providing financial planning, portfolio management for individuals, and pension consulting services to individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. They have a team of 6 licensed agents and 7 investment advisor representatives.

MacRo Advisors, Inc.

526 GREENBRIAR ROAD

YORK, PA 17404

$208.50M

Assets Under Management

Not reported

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (4)

MACRO ADVISORS, INC. has a total of 4 branch locations across the country.
location

Little River, SC

location

YORK, PA

location

HAZLETON, PA

location

Farmington, CT

Advisors at MacRo Advisors, Inc.

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Unclaimed
Herman Alfred Dodson

CFC®, RA

HAZLETON, PA

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Mikesh Desai

CFP®, RA

YORK, PA

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Shannon Renee Shupp

CFP®, RA

YORK, PA

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Wade Cornett

CFC®, RA

YORK, PA

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Jay Matilal Desai

CFP®, RA

YORK, PA

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Darshana Jay Desai

RA

YORK, PA

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Dipal Hamir Patel

RA

YORK, PA

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Unclaimed
Mahir Desai

CFP®, RA

YORK, PA

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Disclosures

There are no public disclosures for MacRo Advisors, Inc..

Frequently Asked Questions (7)

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