Makrod Investment Associates Inc
● SEC registered since 1986CRD 110325SEC# 801-28113Verona, NJ
Reg. AUM
$894.4M
Employees
4
Accounts
576
Location
Verona, NJ
Makrod Investment Associates Inc assets under management
Makrod Investment Associates Inc is an investment advisory firm registered with the SEC based in Verona, NJ. The firm has been registered since 1986. It reports $894.4 million in regulatory assets under management and employs 4 people.
Makrod Investment Associates Inc owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kathryn Rose O'Donnell Control | President, Chief Compliance Officer | Over 75% | 2004 |
Frequently asked questions
How much does Makrod Investment Associates Inc manage?
Makrod Investment Associates Inc reports $894.4 million in regulatory assets under management on its Form ADV.
How many employees does Makrod Investment Associates Inc have?
Makrod Investment Associates Inc reports 4 employees.
Where is Makrod Investment Associates Inc located?
Makrod Investment Associates Inc is based in Verona, NJ and has been SEC-registered since 1986.
Does Makrod Investment Associates Inc disclose fund performance?
Makrod Investment Associates Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 44 Ann Street, Verona, NJ 07044 |
| Phone | 973-239-1033 |
| Fax | 973-239-8179 |
| Office hours | 9 A.M To 5 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$894.4M▲ 11%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 35%
Larger than 65% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$894.4Mregulatory AUM
Discretionary $0Non-discretionary $894.4M