CRD: 171568
Global Macro Asset Management LLC
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- Custodian
- Charles Schwab & Company · Interactive Brokers · Trust Company OF America
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-03-2014
- Office Locations
- 2
Office Locations
About Global Macro Asset Management LLC
Global Macro Asset Management is a fee-only RIA offering portfolio construction, asset allocation, and financial planning for index investors and their advisors. Its Compact Direct Indexing portfolios use 22 or fewer stocks while targeting diversification across major index sectors, with an algorithm that can replicate most indexes. The firm adds tax-aware management with ongoing loss harvesting, tactical sleeves including fixed income, and social-values/religious customization; indices are developed with Bloomberg.
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Owner & Executives
DONALD EDMUND CODY
Chief Executive Officer, President
- CRD
- #1200329
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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ROBERT B JORGENSEN
Financial Advisor
- CRD
- #1200214
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,712,487 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,712,487 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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