12699 New Brittany Blvd.
Fort Myers, Florida 33907
Tel: 239-275-1122
MACKE FINANCIAL ADVISORY GROUP, formally registered with the SEC as MACKE FINANCIAL ADVISORY GROUP. The firm was established in 02/07/2000. They have over 1 offices throughout the country.
MACKE FINANCIAL ADVISORY GROUP is a Fort Myers, Florida based Financial Planning firm with nearly $146,867,525 assets under management, offering retirement planning & investment advisory services to 453 clients. The firm is staffed with 4 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 111318 |
| SEC# | 801-57221 |
| Assets Managed by Firm | $146,867,525 |
| No. of Clients | 453 |
| No. of Advisors | 4 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 453 | $146,867,525 |
| Individuals (other than high net worth individuals) | 73 | $35,267,244 |
| High net worth individuals | 40 | $107,276,525 |
| Pension and profit sharing plans | 2 | $4,323,756 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $397,045,307,119 | 26 | 2932 | |
| $120,567,542,959 | 727 | 189 | |
| $118,191,936,095 | 97020 | 845 | |
| $97,371,716,804 | 38 | 578 | |
| $92,968,371,160 | 146 | 264 |
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