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MAKROD INVESTMENT ASSOCIATES INC
CRD 110325File 801-28113
APPROVED
Retail clients
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$894.4M
Above cohort median (national)
Discretionary AUM
$0
Non-discretionary $894.4M
Clients
576
576 accounts
Employees
4
Above cohort median in NJ
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Nov 6, 1986
- Principal office
- 44 ANN STREET, VERONA, NJ, 07044
- Phone
- 973-239-1033
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $894.4M
- Discretionary AUM
- $0
- Non-discretionary AUM
- $894.4M
- Discretionary accounts
- 0
- Non-discretionary accounts
- 576
- Total accounts
- 576
- AUM per client
- $1.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 7 | $27.4M |
| High net worth individuals | 415 | $827.5M |
| Pension and profit sharing plans | Fewer than 5 | $13.5M |
| Individuals (other than high net worth individuals) | 153 | $26.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.