MAKROD INVESTMENT ASSOCIATES INC
CRD #110325 SEC #801-28113 VERONA, NJ 973-239-1033
SEC Registered
Total AUM
$803.7M
Discretionary
$0
Employees
4
Clients
0
Accounts
557
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $803.7M | $0 | $803.7M | 4 | 0 |
| Mar 2024 | $780.2M | $0 | $780.2M | 5 | 0 |
| Mar 2023 | $703.5M | $0 | $703.5M | 5 | 0 |
| Mar 2022 | $727.4M | $0 | $727.4M | 5 | 0 |
| Jul 2021 | $659.9M | $0 | $659.9M | 5 | 0 |
| Mar 2021 | $659.9M | $0 | $659.9M | 5 | 0 |
| Oct 2020 | $481.5M | $0 | $481.5M | 5 | 0 |
| Jun 2020 | $481.5M | $0 | $481.5M | 5 | 0 |
| Apr 2020 | $481.5M | $0 | $481.5M | 5 | 0 |
| Mar 2019 | $524.4M | $0 | $524.4M | 3 | 0 |
| Mar 2018 | $568M | $0 | $568M | 4 | 0 |
| Mar 2017 | $574.4M | $0 | $574.4M | 4 | 200 |
| Mar 2016 | $483.9M | $0 | $483.9M | 4 | 200 |
| Jul 2015 | $516.4M | $0 | $516.4M | 5 | 200 |
| Mar 2015 | $516.4M | $0 | $516.4M | 5 | 200 |
| Mar 2014 | $505.2M | $0 | $505.2M | 5 | 200 |
| Mar 2013 | $424.4M | $0 | $424.4M | 5 | 200 |
| Mar 2012 | $394.6M | $0 | $394.6M | 1 | 200 |
| Mar 2011 | $346M | $0 | $346M | 5 | -- |
| Mar 2008 | $311.7M | $0 | $311.7M | 5 | -- |
| Mar 2007 | $321.5M | $0 | $321.5M | 5 | -- |
| Mar 2006 | $309.7M | $0 | $309.7M | 5 | -- |
| Jan 2005 | $258.8M | $0 | $258.8M | 5 | -- |
| Mar 2004 | $258.8M | $0 | $258.8M | 5 | -- |
| Mar 2002 | $337.9M | $0 | $337.9M | 5 | -- |
DateMar 2025
Total AUM$803.7M
Discretionary$0
Non-Disc.$803.7M
Employees4
Clients0
DateMar 2024
Total AUM$780.2M
Discretionary$0
Non-Disc.$780.2M
Employees5
Clients0
DateMar 2023
Total AUM$703.5M
Discretionary$0
Non-Disc.$703.5M
Employees5
Clients0
DateMar 2022
Total AUM$727.4M
Discretionary$0
Non-Disc.$727.4M
Employees5
Clients0
DateJul 2021
Total AUM$659.9M
Discretionary$0
Non-Disc.$659.9M
Employees5
Clients0
DateMar 2021
Total AUM$659.9M
Discretionary$0
Non-Disc.$659.9M
Employees5
Clients0
DateOct 2020
Total AUM$481.5M
Discretionary$0
Non-Disc.$481.5M
Employees5
Clients0
DateJun 2020
Total AUM$481.5M
Discretionary$0
Non-Disc.$481.5M
Employees5
Clients0
DateApr 2020
Total AUM$481.5M
Discretionary$0
Non-Disc.$481.5M
Employees5
Clients0
DateMar 2019
Total AUM$524.4M
Discretionary$0
Non-Disc.$524.4M
Employees3
Clients0
DateMar 2018
Total AUM$568M
Discretionary$0
Non-Disc.$568M
Employees4
Clients0
DateMar 2017
Total AUM$574.4M
Discretionary$0
Non-Disc.$574.4M
Employees4
Clients200
DateMar 2016
Total AUM$483.9M
Discretionary$0
Non-Disc.$483.9M
Employees4
Clients200
DateJul 2015
Total AUM$516.4M
Discretionary$0
Non-Disc.$516.4M
Employees5
Clients200
DateMar 2015
Total AUM$516.4M
Discretionary$0
Non-Disc.$516.4M
Employees5
Clients200
DateMar 2014
Total AUM$505.2M
Discretionary$0
Non-Disc.$505.2M
Employees5
Clients200
DateMar 2013
Total AUM$424.4M
Discretionary$0
Non-Disc.$424.4M
Employees5
Clients200
DateMar 2012
Total AUM$394.6M
Discretionary$0
Non-Disc.$394.6M
Employees1
Clients200
DateMar 2011
Total AUM$346M
Discretionary$0
Non-Disc.$346M
Employees5
Clients--
DateMar 2008
Total AUM$311.7M
Discretionary$0
Non-Disc.$311.7M
Employees5
Clients--
DateMar 2007
Total AUM$321.5M
Discretionary$0
Non-Disc.$321.5M
Employees5
Clients--
DateMar 2006
Total AUM$309.7M
Discretionary$0
Non-Disc.$309.7M
Employees5
Clients--
DateJan 2005
Total AUM$258.8M
Discretionary$0
Non-Disc.$258.8M
Employees5
Clients--
DateMar 2004
Total AUM$258.8M
Discretionary$0
Non-Disc.$258.8M
Employees5
Clients--
DateMar 2002
Total AUM$337.9M
Discretionary$0
Non-Disc.$337.9M
Employees5
Clients--