Macro Wealth Advisors

Finance · Texas, United States · 1-10 Employees

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Overview

Headquarters

5830 Granite Pkwy # 100-326, Plano, Texa...

Phone Number

(214) 387-4647

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
1
1
1

About Macro Wealth Advisors

Macro Wealth Advisors is an independent financial services firm that specializes in helping individuals create retirement strategies tailored to their unique needs and objectives. They offer a range of services including financial planning, custom portfolio management, and insurance solutions, ensuring that clients receive the best options available in the marketplace. Established in 1994, the firm operates as fiduciaries, prioritizing the best interests of their clients without being tied to any single company. Their approach emphasizes the use of investments and insurance as tools for achieving financial goals.Explore more
Macro Wealth Advisors's Social MediaPopular SearchesMACRO WEALTH ADVISORS IncMacro Wealth AdvisorsMacro Financial Advisors IncFinancial Concepts & IncFinancial Concepts IncSIC Code 62,628NAICS Code 52,523Show more

Macro Wealth Advisors Org Chart

PhoneEmail
HS
United States flag for contact location.

Macro Experience Specialist

PhoneEmail
OS
United States flag for contact location.

Founder & Advisor

PhoneEmail
MP
United States flag for contact location.

Investment Advisor

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Macro Wealth Advisors

<$5M
1-10
Private
-
2001
HS
Holly SchmidtMacro Experience Specialist
$8.6M
11-50
Private
-
2010
MG
Michael GoodwinFounding Partner
$5M
11-50
Private
-
2012
Scott Hurwitz, President at Alliance Wealth Advisors
Scott HurwitzPresident
<$5M
11-50
Private
<$5M
2008
LH
Larry HarveyFounder & CEO
<$5M
1-10
Private
-
-
PC
Paul CimaPresident & CEO
<$5M
1-10
Private
-
-
KA
Kelsey AbbottClient Service Specialist
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Macro Wealth Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Macro Wealth Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Macro Wealth Advisors.

Macro Wealth Advisors Tech Stack

A closer look at the technologies used by Macro Wealth Advisors

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Frequently Asked Questions Regarding Macro Wealth Advisors

What is Macro Wealth Advisors's official website?
Macro Wealth Advisors's official website is www.macro-wealthadvisors.com
What is Macro Wealth Advisors's Revenue?
Macro Wealth Advisors's revenue is <$5 Million
What is Macro Wealth Advisors's SIC code?
Macro Wealth Advisors's SIC: 62,628
What is Macro Wealth Advisors's NAICS code?
Macro Wealth Advisors's NAICS: 52,523
How many employees does Macro Wealth Advisors have?
Macro Wealth Advisors has 1-10 employees
What industry does Macro Wealth Advisors belong to?
Macro Wealth Advisors is in the industry of: Finance, Insurance, Securities Trading
What is Macro Wealth Advisors competition?
Macro Wealth Advisors top competitors include: Sterling Total Wealth Solutions, Full Circle Wealth Strategies, Total Wealth Advisors, Alliance Wealth Advisors
What technology does Macro Wealth Advisors use?
Some of the popular technologies that Macro Wealth Advisors uses are: WordPress.org, PHP, Sentry, Google Font API
How do I contact Macro Wealth Advisors?
Macro Wealth Advisors contact info: Phone number: (214) 387-4647 Website: www.macro-wealthadvisors.com
What does Macro Wealth Advisors do?

Macro Wealth Advisors is an independent financial services firm that specializes in helping individuals create retirement strategies tailored to their unique needs and objectives. They offer a range of services including financial planning, custom portfolio management, and insurance solutions, ensuring that clients receive the best options availabl... e in the marketplace. Established in 1994, the firm operates as fiduciaries, prioritizing the best interests of their clients without being tied to any single company. Their approach emphasizes the use of investments and insurance as tools for achieving financial goals.Read More

What are Macro Wealth Advisors social media links?
Macro Wealth Advisors Linkedin page Macro Wealth Advisors Twitter page Macro Wealth Advisors Facebook page
Is Macro Wealth Advisors a public company?
Macro Wealth Advisors is private company therefore does not currently have an official ticker symbol
See more information about Macro Wealth Advisors

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