MacroView Investment Management LLC

Investment Bank/Securities Brokerage - Bethesda, MD, US

MacroView Investment Management LLC Employees

Micah Patashnik

Partner, Director

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Chris Thomas

Director: Personal Wealth Management and Retirement Plan Consulting

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Daniel Cohen

Founder & Managing Director

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MacroView Investment Management LLC Senior Management

Daniel Cohen

Founder & Managing Director

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MacroView Investment Management LLC Details

MacroView/Fidelis is the strategic bringing together of two entities with complementary expertise. By joining forces, MacroView/Fidelis is able to provide the full spectrum of business advisory, risk mitigation, and wealth preservation solutions. This combination fills a niche that provides a holistic approach to a client's wealth through innovative and proven solutions that are geared to grow and preserve wealth.

Website: macroviewim.com

Employees: 10 - 19

HQ: 301-907-6794

Location: Bethesda, MD, US

Revenue: 1 - 2.5 Million

Investment Management Financial Planning Retirement Plan Consulting Fixed-Income Investing Estate Planning Business Succession Planning Tax Planning Insurance College Savings

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