M
$894.4M Total AUM
$0 Disc. AUM
8.3% 3Y CAGR
4 Employees
576 ADV. Clients
39 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Merrill Lynch · Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-06-1986
- Office Locations
- 1
Office Locations
44 ANN Street Verona NJ
About Makrod Investment Associates INC
Makrod Investment Associates is a boutique investment advisory firm founded in 1974 in Verona, New Jersey. The firm provides non-discretionary investment advisory services for pension and profit-sharing plans, trusts, charitable organizations, and high net worth individuals, with an investment focus on high-quality equities and fixed income.
Team overview
58 AVG AGE
$447.2M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
10.5 yrs AVG TENURE
4 Employees
2 Advisory Reps
2 RIA Reps
39yrs Firm Age
Insights
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Asset Classes
Element Timber peak
Client Personas
Element capital
Investment Vehicles
North
Services
Pathway Signal eagle Crest Pathway pathway
Owner & Executives
K
KATHRYN ROSE O'DONNELL
Chief Compliance Officer, President, Vice President
- CRD
- #4950107
- Ownership
- 75% or more
(654) 894-7572
ridge.prime@matrixcapital.com
in linkedin.com/in/focus-atlas
Showing 1 of 1 owners & executives
Unlock allContacts
J
JOHN THOMAS O'DONNELL
Vice President
- CRD
- #4379415
(520) 409-3628
radial.harbor@catalystcapital.com
in linkedin.com/in/oak-prime
B
BENEDICT ACHILLES SCHLATTER
--
- CRD
- #4418593
(531) 706-4626
north.alpha@catalystcapital.com
in linkedin.com/in/peak-eagle
E
Ember meridian
Summit quantum
- CRD
- #98719
(359) 478-7500
pathway.pioneer@radialcapital.com
in linkedin.com/in/north-summit
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $894,437,867 | $1,552,844 |
| Total | $894,437,867 | $1,552,844 |
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Separately Managed Accounts
Total SMA Asset: $894,437,867
Equity - Exchange:
17.6% Cash:
24.7% U.S. Government/Agency:
27.6% Corporate - Investment Grade:
10.7% Municipal Bonds:
19.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $888,060,334 | 17.6% |
| Cash | $1,246,311,946 | 24.7% |
| U.S. Government/Agency | $1,392,640,069 | 27.6% |
| Corporate - Investment Grade | $539,900,317 | 10.7% |
| Municipal Bonds | $978,884,686 | 19.4% |
| Total | $5,045,797,352 | 100.0% |