Maqro Advisors LLC
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Overview
Maqro Advisors LLC operates as an advisory company that has its headquarters in Austin, Texas. The company handles $157.9 million in total assets across 640 customer accounts, making it a mid-tier investment advisory firm in the nation by assets under management (AUM). It has a small team, including 3 financial advisors. Maqro Advisors LLC does not act as a registered broker-dealer, signifying that the firm is not able to buy and sell securities for its own accounts as well as its customers' and instead has to go through a broker-dealer firm to do so. Securities are defined as exchangable fiscal assets such as bonds, equities and options.
Maqro Advisors LLC administers some of its client assets in a discretionary manner. Discretionary management is a structure in which buy and sell judgments for the client's account are made by a portfolio manager without requiring the client's approval. The company also administers 489 non-discretionary accounts totaling $146.7 million in AUM. The advisory firm's typical account size is $246,691. An average financial advisor at Maqro Advisors LLC administers around 213 client accounts.
Maqro Advisors LLC's main office is located at 7004 Bee Caves Road, Austin, Texas 78746. The company is registered to serve customers in the state of Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Maqro Advisors LLC by the Numbers
$157.9 million
4
640
$246.7 thousand
Products and Services
Maqro Advisors LLC offers multiple services, which can consist of financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and portfolio management for institutional clients. However, the firm did not provide financial planning services to any of its customers in the last fiscal year. The company does not sell products or offer services other than investment advisory services to its investment advisory clients.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees for financial management typically vary depending on which services the firm provides the client. Fees charged by the firm most likely consist of some blend of the following fee structures: asset-based or performance-based. Maqro Advisors LLC participates in a wrap fee program, in which the firm offers a service bundle for a comprehensive fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 26% of firms
Performance-based
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Maqro Advisors LLC caters to retail investors, high net worth investors, pooled investment vehicles and charitable organizations. Out of its 640 accounts, Maqro Advisors LLC's biggest client group by number of accounts is high net worth investors, though it also caters to 67 high-net-worth individuals. The SEC defines a high-net-worth individual as someone who has at least $750,000 in AUM or a net worth of more than $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the firm's clients are non-U.S. persons.
- High-Net-Worth Individuals* - 85.9%
- Other Individuals - 5.13%
- Corporations - 7.69%
- Charitable Organizations - 1.28%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Maqro Advisors LLC does not have any disclosures.
Please visit its Form ADV for more details.
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