Daniel Cohen
Macroview Investment Management · Bethesda, Maryland
Daniel Cohen is a fee-only financial advisor at Macroview Investment Management in Bethesda, Maryland. Macroview Investment Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Macroview Investment Management |
|---|---|
| Based in | Bethesda, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $387.1M across 830 accounts |
| SEC registration | Investment adviser representative in MD, VA · CRD 2960336 |
| Exams passed | Series 65 (1997) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.macroviewim.com |
| Profile |
How Daniel's firm compares
- Macroview Investment Management's average account is about $466,000, from its Form ADV (assets managed divided by 830 accounts).
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Questions about Daniel
Is Daniel Cohen a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Macroview Investment Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Daniel charge for financial advice?
Daniel's firm, Macroview Investment Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Daniel Cohen based?
Daniel Cohen is based in Bethesda, Maryland.
Is Daniel Cohen registered with the SEC?
Yes. Daniel Cohen is registered as an investment adviser representative in MD and VA (CRD 2960336), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Macroview Investment Management manage?
Macroview Investment Management reports $387.1M across 830 accounts in assets under management.
How do I contact Daniel Cohen?
Through Daniel's website, www.macroviewim.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Bethesda
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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