MACROVIEW INVESTMENT MANAGEMENT LLC
CRD #149621 SEC #801-71500 BETHESDA, MD 301-907-6794
SEC Registered
Total AUM
$296.9M
Discretionary
$296.9M
Employees
5
Clients
101
Accounts
703
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $296.9M | $296.9M | $0 | 5 | 0 |
| Dec 2024 | $270.9M | $270.9M | $0 | 5 | 0 |
| Jul 2024 | $270.9M | $270.9M | $0 | 5 | 0 |
| Feb 2024 | $270.9M | $270.9M | $0 | 5 | 0 |
| Aug 2023 | $197.4M | $197.4M | $0 | 3 | 0 |
| Feb 2023 | $197.4M | $197.4M | $0 | 3 | 0 |
| Jul 2022 | $145.8M | $145.8M | $0 | 4 | 0 |
| Feb 2022 | $145.8M | $145.8M | $0 | 4 | 0 |
| Oct 2021 | $137.4M | $137.4M | $0 | 5 | 0 |
| Apr 2021 | $137.4M | $137.4M | $0 | 5 | 0 |
| Feb 2021 | $137.4M | $137.4M | $0 | 5 | 0 |
| Sep 2020 | $126.8M | $126.8M | $0 | 5 | 15 |
| Jun 2020 | $126.8M | $126.8M | $0 | 5 | 15 |
| May 2020 | $126.8M | $126.8M | $0 | 5 | 15 |
| May 2020 | $126.8M | $126.8M | $0 | 5 | 15 |
| Feb 2020 | $126.8M | $126.8M | $0 | 5 | 15 |
| Dec 2019 | $129.8M | $129.8M | $0 | 5 | 0 |
| Jul 2019 | $129.8M | $129.8M | $0 | 5 | 0 |
| Mar 2019 | $129.8M | $129.8M | $0 | 5 | 0 |
| Apr 2018 | $132.5M | $132.5M | $0 | 5 | 0 |
| Jan 2018 | $106.2M | $106.2M | $0 | 4 | 0 |
| Nov 2017 | $92.8M | $92.8M | $0 | 3 | 0 |
| Nov 2017 | $92.8M | $92.8M | $0 | 3 | 0 |
| Mar 2017 | $92.8M | $92.8M | $0 | 3 | 200 |
| Sep 2016 | $100.6M | $100.6M | $0 | 3 | 200 |
| Jul 2016 | $100.6M | $100.6M | $0 | 3 | 200 |
| Mar 2016 | $100.6M | $100.6M | $0 | 3 | 200 |
| Jul 2015 | $125.4M | $125.4M | $0 | 3 | 300 |
| Mar 2015 | $213.7M | $213.7M | $0 | 3 | 400 |
| Oct 2014 | $228.2M | $228.2M | $0 | 6 | 500 |
| Aug 2014 | $228.2M | $228.2M | $0 | 6 | 500 |
| Jul 2014 | $228.2M | $228.2M | $0 | 6 | 500 |
| Mar 2014 | $228.2M | $228.2M | $0 | 6 | 500 |
| Jun 2013 | $316.8M | $316.8M | $0 | 7 | 600 |
| Apr 2013 | $316.8M | $316.8M | $0 | 7 | 600 |
| Feb 2013 | $316.8M | $316.8M | $0 | 7 | 600 |
| Feb 2013 | $316.8M | $316.8M | $0 | 7 | 600 |
| Nov 2012 | $223.9M | $223.9M | $0 | 6 | 400 |
| Sep 2012 | $223.9M | $223.9M | $0 | 1 | 400 |
| Aug 2012 | $223.9M | $223.9M | $0 | 1 | 400 |
| Jul 2012 | $223.9M | $223.9M | $0 | 1 | 400 |
| May 2012 | $223.9M | $223.9M | $0 | 1 | 400 |
| Apr 2012 | $223.9M | $223.9M | $0 | 1 | 400 |
| Mar 2012 | $223.9M | $223.9M | $0 | 1 | 400 |
| Feb 2012 | $77.7M | $77.7M | $0 | 1 | 200 |
| Jan 2012 | $77.7M | $77.7M | $0 | 1 | 200 |
| Jan 2012 | $77.7M | $77.7M | $0 | 1 | 200 |
| Jan 2012 | $77.7M | $77.7M | $0 | 1 | 200 |
| Dec 2011 | $77.7M | $77.7M | $0 | 1 | 101 |
| Nov 2011 | $77.7M | $77.7M | $0 | 1 | 101 |
| Aug 2011 | $77.7M | $77.7M | $0 | 5 | -- |
| Aug 2011 | $77.7M | $77.7M | $0 | 5 | -- |
| Jul 2011 | $77.7M | $77.7M | $0 | 5 | -- |
| Jun 2011 | $77.7M | $77.7M | $0 | 5 | -- |
| May 2011 | $77.7M | $77.7M | $0 | 5 | -- |
| May 2011 | $77.7M | $77.7M | $0 | 5 | -- |
| May 2011 | $77.7M | $77.7M | $0 | 5 | -- |
| Mar 2011 | $77.7M | $77.7M | $0 | 5 | -- |
| Jan 2011 | $30.9M | $30.9M | $0 | 5 | -- |
| Oct 2010 | $30.9M | $30.9M | $0 | 5 | -- |
| Sep 2010 | $30.9M | $30.9M | $0 | 5 | -- |
| Sep 2010 | $30.9M | $30.9M | $0 | 5 | -- |
| Sep 2010 | $30.9M | $30.9M | $0 | 5 | -- |
| Sep 2010 | $30.9M | $30.9M | $0 | 5 | -- |
| Aug 2010 | $30.9M | $30.9M | $0 | 5 | -- |
| Jun 2010 | $30.9M | $30.9M | $0 | 5 | -- |
| May 2010 | $30.9M | $30.9M | $0 | 5 | -- |
DateFeb 2025
Total AUM$296.9M
Discretionary$296.9M
Non-Disc.$0
Employees5
Clients0
DateDec 2024
Total AUM$270.9M
Discretionary$270.9M
Non-Disc.$0
Employees5
Clients0
DateJul 2024
Total AUM$270.9M
Discretionary$270.9M
Non-Disc.$0
Employees5
Clients0
DateFeb 2024
Total AUM$270.9M
Discretionary$270.9M
Non-Disc.$0
Employees5
Clients0
DateAug 2023
Total AUM$197.4M
Discretionary$197.4M
Non-Disc.$0
Employees3
Clients0
DateFeb 2023
Total AUM$197.4M
Discretionary$197.4M
Non-Disc.$0
Employees3
Clients0
DateJul 2022
Total AUM$145.8M
Discretionary$145.8M
Non-Disc.$0
Employees4
Clients0
DateFeb 2022
Total AUM$145.8M
Discretionary$145.8M
Non-Disc.$0
Employees4
Clients0
DateOct 2021
Total AUM$137.4M
Discretionary$137.4M
Non-Disc.$0
Employees5
Clients0
DateApr 2021
Total AUM$137.4M
Discretionary$137.4M
Non-Disc.$0
Employees5
Clients0
DateFeb 2021
Total AUM$137.4M
Discretionary$137.4M
Non-Disc.$0
Employees5
Clients0
DateSep 2020
Total AUM$126.8M
Discretionary$126.8M
Non-Disc.$0
Employees5
Clients15
DateJun 2020
Total AUM$126.8M
Discretionary$126.8M
Non-Disc.$0
Employees5
Clients15
DateMay 2020
Total AUM$126.8M
Discretionary$126.8M
Non-Disc.$0
Employees5
Clients15
DateMay 2020
Total AUM$126.8M
Discretionary$126.8M
Non-Disc.$0
Employees5
Clients15
DateFeb 2020
Total AUM$126.8M
Discretionary$126.8M
Non-Disc.$0
Employees5
Clients15
DateDec 2019
Total AUM$129.8M
Discretionary$129.8M
Non-Disc.$0
Employees5
Clients0
DateJul 2019
Total AUM$129.8M
Discretionary$129.8M
Non-Disc.$0
Employees5
Clients0
DateMar 2019
Total AUM$129.8M
Discretionary$129.8M
Non-Disc.$0
Employees5
Clients0
DateApr 2018
Total AUM$132.5M
Discretionary$132.5M
Non-Disc.$0
Employees5
Clients0
DateJan 2018
Total AUM$106.2M
Discretionary$106.2M
Non-Disc.$0
Employees4
Clients0
DateNov 2017
Total AUM$92.8M
Discretionary$92.8M
Non-Disc.$0
Employees3
Clients0
DateNov 2017
Total AUM$92.8M
Discretionary$92.8M
Non-Disc.$0
Employees3
Clients0
DateMar 2017
Total AUM$92.8M
Discretionary$92.8M
Non-Disc.$0
Employees3
Clients200
DateSep 2016
Total AUM$100.6M
Discretionary$100.6M
Non-Disc.$0
Employees3
Clients200
DateJul 2016
Total AUM$100.6M
Discretionary$100.6M
Non-Disc.$0
Employees3
Clients200
DateMar 2016
Total AUM$100.6M
Discretionary$100.6M
Non-Disc.$0
Employees3
Clients200
DateJul 2015
Total AUM$125.4M
Discretionary$125.4M
Non-Disc.$0
Employees3
Clients300
DateMar 2015
Total AUM$213.7M
Discretionary$213.7M
Non-Disc.$0
Employees3
Clients400
DateOct 2014
Total AUM$228.2M
Discretionary$228.2M
Non-Disc.$0
Employees6
Clients500
DateAug 2014
Total AUM$228.2M
Discretionary$228.2M
Non-Disc.$0
Employees6
Clients500
DateJul 2014
Total AUM$228.2M
Discretionary$228.2M
Non-Disc.$0
Employees6
Clients500
DateMar 2014
Total AUM$228.2M
Discretionary$228.2M
Non-Disc.$0
Employees6
Clients500
DateJun 2013
Total AUM$316.8M
Discretionary$316.8M
Non-Disc.$0
Employees7
Clients600
DateApr 2013
Total AUM$316.8M
Discretionary$316.8M
Non-Disc.$0
Employees7
Clients600
DateFeb 2013
Total AUM$316.8M
Discretionary$316.8M
Non-Disc.$0
Employees7
Clients600
DateFeb 2013
Total AUM$316.8M
Discretionary$316.8M
Non-Disc.$0
Employees7
Clients600
DateNov 2012
Total AUM$223.9M
Discretionary$223.9M
Non-Disc.$0
Employees6
Clients400
DateSep 2012
Total AUM$223.9M
Discretionary$223.9M
Non-Disc.$0
Employees1
Clients400
DateAug 2012
Total AUM$223.9M
Discretionary$223.9M
Non-Disc.$0
Employees1
Clients400
DateJul 2012
Total AUM$223.9M
Discretionary$223.9M
Non-Disc.$0
Employees1
Clients400
DateMay 2012
Total AUM$223.9M
Discretionary$223.9M
Non-Disc.$0
Employees1
Clients400
DateApr 2012
Total AUM$223.9M
Discretionary$223.9M
Non-Disc.$0
Employees1
Clients400
DateMar 2012
Total AUM$223.9M
Discretionary$223.9M
Non-Disc.$0
Employees1
Clients400
DateFeb 2012
Total AUM$77.7M
Discretionary$77.7M
Non-Disc.$0
Employees1
Clients200
DateJan 2012
Total AUM$77.7M
Discretionary$77.7M
Non-Disc.$0
Employees1
Clients200
DateJan 2012
Total AUM$77.7M
Discretionary$77.7M
Non-Disc.$0
Employees1
Clients200
DateJan 2012
Total AUM$77.7M
Discretionary$77.7M
Non-Disc.$0
Employees1
Clients200
DateDec 2011
Total AUM$77.7M
Discretionary$77.7M
Non-Disc.$0
Employees1
Clients101
DateNov 2011
Total AUM$77.7M
Discretionary$77.7M
Non-Disc.$0
Employees1
Clients101
DateAug 2011
Total AUM$77.7M
Discretionary$77.7M
Non-Disc.$0
Employees5
Clients--
DateAug 2011
Total AUM$77.7M
Discretionary$77.7M
Non-Disc.$0
Employees5
Clients--
DateJul 2011
Total AUM$77.7M
Discretionary$77.7M
Non-Disc.$0
Employees5
Clients--
DateJun 2011
Total AUM$77.7M
Discretionary$77.7M
Non-Disc.$0
Employees5
Clients--
DateMay 2011
Total AUM$77.7M
Discretionary$77.7M
Non-Disc.$0
Employees5
Clients--
DateMay 2011
Total AUM$77.7M
Discretionary$77.7M
Non-Disc.$0
Employees5
Clients--
DateMay 2011
Total AUM$77.7M
Discretionary$77.7M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$77.7M
Discretionary$77.7M
Non-Disc.$0
Employees5
Clients--
DateJan 2011
Total AUM$30.9M
Discretionary$30.9M
Non-Disc.$0
Employees5
Clients--
DateOct 2010
Total AUM$30.9M
Discretionary$30.9M
Non-Disc.$0
Employees5
Clients--
DateSep 2010
Total AUM$30.9M
Discretionary$30.9M
Non-Disc.$0
Employees5
Clients--
DateSep 2010
Total AUM$30.9M
Discretionary$30.9M
Non-Disc.$0
Employees5
Clients--
DateSep 2010
Total AUM$30.9M
Discretionary$30.9M
Non-Disc.$0
Employees5
Clients--
DateSep 2010
Total AUM$30.9M
Discretionary$30.9M
Non-Disc.$0
Employees5
Clients--
DateAug 2010
Total AUM$30.9M
Discretionary$30.9M
Non-Disc.$0
Employees5
Clients--
DateJun 2010
Total AUM$30.9M
Discretionary$30.9M
Non-Disc.$0
Employees5
Clients--
DateMay 2010
Total AUM$30.9M
Discretionary$30.9M
Non-Disc.$0
Employees5
Clients--