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MACEDON FINANCIAL MANAGEMENT, LLC

CRD 333269

Advisory firmLLC

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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United States

Registration

— (—)

Source

State registered

Total AUM

$40.7M

Discretionary AUM

$25.7M

Team

1 total employees; 1 advisory reps

Clients

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-03-10

Disciplinary history

No

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  • SEC IAPD

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Services

Portfolio management (individuals)Portfolio management (institutions)Pension consulting

Client types

TypeClientsAUM
Individuals32$4.8M
High net worth individuals7$3.1M
Pension/profit sharing plans28$17.6M
Charitable organizations1$560K
Corporations/business entities1$14.6M

All web addresses on file

Official SEC filing: View on IAPD