Michael R Hoffman
Investment adviser representative at Macroview Investment Management LLC
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$387.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Macroview Investment Management LLCJul 2023 to now
- Verdence Capital Advisors, LLCJun 2017 to now
- Hightower Advisors, LLCFeb 2012 to Jun 2017
- Hightower Securities, LLCFeb 2012 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (MD).
Macroview Investment Management LLC
$387.1MAssets managed
249Clients
4Advisers
16 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5386683
- Firm CRD
- 149621