This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Merrill Lynch · Pershing
- Clients
- Retail
- Platforms
- Available
- 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).
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JARED D GILPIN
Chief Compliance Officer, President
- CRD
- #5522866
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $24,730,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $24,730,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
Continue browsing