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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

MACRO CONSULTING GROUP

MACRO CONSULTING GROUP LLC, CRD 108755

PARSIPPANY, NJ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ff806497-4608-ad9c-640a-fe7157eedd71

Data as of May 5, 2021 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:00 PM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 1
On other graphs: 0
Observed: Jan 27, 2012 to May 5, 2021
36 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $485MItem 5.F on the latest filing (2021-05-05); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $485M
Private client RAUM: $483MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 22
Advisory employees: 7
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 416
Individual clients: 146
High net worth clients: 268
SEC number: 801-70753
CRD: 108755
Filings on the tape: 36
First filed: Jan 27, 2012
Latest filed: May 5, 2021
Organised: Limited Liability Company, Delaware

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CORTAZZO, MARK, ANTHONY	MANAGING MEMBER	E	yes	03/1995	Jan 27, 2012	May 5, 2021
SPAGNOLETTI, NICHOLAS	Partner	A	yes	04/2017	Mar 29, 2018	May 5, 2021
HEATH, HEIDI	CHIEF COMPLIANCE OFFICER	Na	no	01/2011	Jan 27, 2012	May 5, 2021

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2020	Apr 1, 2021	$485M	$485M	22	7	0	n/a	n/a
2019	Mar 31, 2020	$407M	$407M	22	7	0	n/a	n/a
2018	Mar 28, 2019	$396M	$394M	17	6	0	n/a	n/a
2017	Mar 29, 2018	$410M	$410M	17	6	0	n/a	n/a
2016	Mar 31, 2017	$336M	$335M	17	6	n/a	n/a	n/a
2015	Mar 30, 2016	$311M	$310M	12	9	n/a	n/a	n/a
2014	Mar 13, 2015	$290M	$285M	13	9	n/a	n/a	n/a
2013	Feb 4, 2014	$276M	$266M	11	8	n/a	n/a	n/a
2012	Mar 15, 2013	$200M	$194M	9	8	n/a	n/a	n/a
2011	Jan 27, 2012	$98.0M	$98.0M	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2020	$485M	$407M	19.2%	$410M	5.8%	22	22	0	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	3	Jul 14, 2021	Jul 2, 2021	PARSIPPANY, NJ	Firm absorbed	RIA to ibd	100.0%
ACCRETIVE WEALTH PARTNERS, LLC	2	Jan 11, 2019	Feb 8, 2019	PARSIPPANY, NJ	Team lift out	RIA to new firm	50.0%

Relationships

Controls (2)

← CORTAZZO, MARK, ANTHONYOwnerMANAGING MEMBER, ownership code E, individual
Jan 27, 2012 to presentfactForm ADV
← SPAGNOLETTI, NICHOLASOwnerPARTNER, ownership code A, individual
Mar 29, 2018 to presentfactForm ADV

Owns (1)

← HEATH, HEIDIOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jan 27, 2012 to presentfactForm ADV

Registered with (7)

← Maura MallaneyAdvisorregistration: previous registration
Oct 22, 2019 to Jul 14, 2021factForm ADV
← Thomas MoyerAdvisorregistration: previous registration
Nov 6, 2008 to Jul 14, 2021factForm ADV
← ANDREW DESPOTAKISAdvisorregistration: previous registration
Jul 24, 2018 to Jul 14, 2021factForm ADV
← GARY CHRISTOPHER RIBEAdvisorregistration: previous registration
Oct 15, 2012 to Jan 11, 2019factForm ADV
← STEPHEN DINO ESPOSITOAdvisorregistration: previous registration
Feb 25, 2011 to Jan 11, 2019factForm ADV
← GERALD JAY LAMALFAAdvisorregistration: previous registration
Nov 20, 2009 to Dec 17, 2014factForm ADV
← SCOTT PORTLOCKAdvisorregistration: previous registration
Mar 9, 2011 to Jan 26, 2012factForm ADV

Moved with (2)

→ WEALTH ENHANCEMENT ADVISORY SERVICES, LLCRegistered adviser3 advisors, firm absorbed, same day
Jul 14, 2021 to Jul 2, 2021factForm ADV
→ ACCRETIVE WEALTH PARTNERS, LLCRegistered adviser2 advisors, team lift out, same day
Jan 11, 2019 to Feb 8, 2019factForm ADV

Dated events

Occurred
May 2, 2017
Succession filed (Item 4)
Macro Consulting Group reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ff806497-4608-ad9c-640a-fe7157eedd71
First observed: Jan 27, 2012
Last observed: May 5, 2021 65 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MACRO CONSULTING GROUP

MACRO CONSULTING GROUP LLC, CRD 108755

PARSIPPANY, NJ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ff806497-4608-ad9c-640a-fe7157eedd71

Data as of May 5, 2021 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:00 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CORTAZZO, MARK, ANTHONY

MANAGING MEMBER

yes

03/1995

Jan 27, 2012

May 5, 2021

SPAGNOLETTI, NICHOLAS

Partner

yes

04/2017

Mar 29, 2018

May 5, 2021

HEATH, HEIDI

CHIEF COMPLIANCE OFFICER

01/2011

Jan 27, 2012

May 5, 2021

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2020

Apr 1, 2021

$485M

n/a

2019

Mar 31, 2020

$407M

n/a

2018

Mar 28, 2019

$396M

$394M

n/a

2017

Mar 29, 2018

$410M

n/a

2016

Mar 31, 2017

$336M

$335M

n/a

2015

Mar 30, 2016

$311M

$310M

n/a

2014

Mar 13, 2015

$290M

$285M

n/a

2013

Feb 4, 2014

$276M

$266M

n/a

2012

Mar 15, 2013

$200M

$194M

n/a

2011

Jan 27, 2012

$98.0M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2020

$485M

$407M

19.2%

$410M

5.8%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Jul 14, 2021

Jul 2, 2021

PARSIPPANY, NJ

Firm absorbed

RIA to ibd

100.0%

ACCRETIVE WEALTH PARTNERS, LLC

Jan 11, 2019

Feb 8, 2019

PARSIPPANY, NJ

Team lift out

RIA to new firm

50.0%