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Micah Patashnik

MacRoview Investment Management LLC

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About Micah Patashnik

Micah Patashnik is a financial advisor with over 10 years of experience. Micah is a Certified Financial Planner™ and is registered as an investment advisor in Maryland and Virginia. Micah is affiliated with Macroview Investment Management LLC, which is based in Bethesda, Maryland. Micah specializes in working with high-net-worth individuals, corporations, charitable organizations, and pension and profit sharing plans. Micah offers a variety of financial planning services, including investment management, retirement planning, and estate planning. Micah is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.

Firm Information

Micah Patashnik is currently registered with MacRoview Investment Management LLC. MacRoview Investment Management LLC is an investment management firm based in Bethesda, Maryland. The firm provides investment consulting services, financial planning, and pension consulting. MacRoview manages assets for a range of clients, including high-net-worth individuals, corporations, and pension plans. The firm has approximately $270.9 million in regulatory assets under management.
MacRoview Investment Management LLC

4800 HAMPDEN LANE

BETHESDA, MD 20814

$270.95M

Assets Under Management

Not reported

Total Clients

4

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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investment consulting services

Investment consulting services

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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other

Pension consulting fees; investment consulting fees

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Micah Patashnik’s Registration & Firm History

MD

10/22/2024 - Present

MacRoview Investment Management LLC (BETHESDA MD)

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Licenses & Designations

IA

Issued 07/25/2013

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Micah Patashnik.
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