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- Custodian
- Charles Schwab & Company · Merrill Lynch · Pershing
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 07-31-2012
- Office Locations
- 1
Office Locations
About Macro Trend, LLC
Macrotrends is a research and data platform for long-term investors, offering a stock screener (50+ performance and fundamental criteria), company research with decades of price/dividend history and quarterly fundamentals, and extensive macro datasets spanning market indices, inflation-adjusted series, commodities, precious metals, exchange/interest rates, economic data, and global metrics. Its differentiator is the depth of historical coverage (up to 100+ years across key series).
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 12 clients, or 12 clients per representative. That equates to $2.1M in reported AUM per client.
The profile lists 1 reported office location and 14 years in operation. The source data was last updated on February 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Macro Trend, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JARED D GILPIN
Chief Compliance Officer, President
- CRD
- #5522866
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $24,730,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $24,730,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Macro Trend, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.