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Michael R Hoffman

MacRoview Investment Management LLC

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About Michael R Hoffman

Michael R. Hoffman is an Investment Advisor Representative associated with MacRoview Investment Management LLC. Michael has been in the financial industry for over 10 years. Michael specializes in Portfolio Management for Individuals, Financial Planning, Investment Consulting Services, and Pension Consulting.

Firm Information

Michael Hoffman 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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Michael Hoffman’s Registration & Firm History

MD

07/05/2023 - Present

MacRoview Investment Management LLC (BETHESDA MD)

MD

02/17/2012 - 06/30/2017

HIGHTOWER SECURITIES, LLC (HUNT VALLEY MD)

MD

11/29/2010 - 02/21/2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HUNT VALLEY MD)

MD

12/07/2009 - 11/19/2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HUNT VALLEY MD)

MD

12/12/2007 - 12/01/2009

T. ROWE PRICE INVESTMENT SERVICES, INC. (OWINGS MILLS MD)

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Licenses & Designations

BOTH

Issued 06/22/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/02/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/30/2017

SIE - Securities Industry Essentials Examination

BC

Issued 01/29/2009

Series 7 - General Securities Representative Examination

BC

Issued 12/10/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael R Hoffman.
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