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MACKE FINANCIAL ADVISORY GROUP
12699 New Brittany Blvd.
Fort Myers, Florida 33907
Tel: 239-275-1122
About MACKE FINANCIAL ADVISORY GROUP
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.
Firm Information
| 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 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| 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 |
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