$174.4M Total AUM
$1.6M Disc. AUM
-- 3Y CAGR
4 Employees
51 ADV. Clients
8 yrs Firm Age
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- Custodian
- Inspira Financial Trust · LLC · Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-01-2017
- Office Locations
- 1
Office Locations
7004 BEE Caves Road Building 1, Suite 200 Austin TX
About Maqro Advisors LLC
Maqro Advisors LLC is a Austin-based RIA. The firm has been operating for 8 years. Managing $174.4M in total assets under management, with 1 advisory representatives. They custody assets with Inspira Financial Trust and LLC. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$174.4M AVG AUM / ADVISOR
$3.4M AVG AUM / CLIENT
8.7 yrs AVG TENURE
4 Employees
1 Advisory Reps
0 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Optima Meridian Delta Timber matrix Vector Ember Unison
Client Personas
Delta
Custodian
Element
Investment Vehicles
Summit Ridge
Platform
Meridian
Services
Focus delta Quantum unison Timber Element delta Zenith meridian Harbor
Owner & Executives
DAVID GORDON CORRIE
Chief Compliance Officer, Chief Executive Officer, Managing Member
- CRD
- #5227717
- Ownership
- 75% or more
(647) 303-5037
peak.quantum@matrixcapital.com
in linkedin.com/in/pioneer-crest
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,575,984 | $121,230 |
| Non-Discretionary | $172,786,703 | $178,499 |
| Total | $174,362,687 | $177,740 |
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Separately Managed Accounts
Total SMA Asset: $128,700,652
Private Funds:
14.4% Equity - OTC:
37.3% Cash:
20.3% Corporate - Non-Investment Grade:
17.5% Equity - Exchange:
10.5% | Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | $480,738,742 | 14.4% |
| Equity - OTC | $1,245,246,881 | 37.3% |
| Cash | $677,708,088 | 20.3% |
| Corporate - Non-Investment Grade | $584,231,110 | 17.5% |
| Equity - Exchange | $350,538,667 | 10.5% |
| Total | $3,338,463,488 | 100.0% |