211 Waukegan Road
Ste 300
Northfield, Illinois 60093
Tel: 847-657-6600
MACK INVESTMENT SECURITIES, INC, formally registered with the SEC as MACK INVESTMENT SECURITIES, INC. The firm was established in 05/28/1987. They have over 2 offices throughout the country.
MACK INVESTMENT SECURITIES, INC. is a Northfield, Illinois based Financial Planning firm with nearly $221,655,455 assets under management, offering retirement planning & investment advisory services to 1009 clients. The firm is staffed with 7 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 17643 |
SEC# | 801-29570 |
Assets Managed by Firm | $221,655,455 |
No. of Clients | 1009 |
No. of Advisors | 7 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1009 | $221,655,455 |
Individuals (other than high net worth individuals) | 351 | $36,888,186 |
High net worth individuals | 338 | $178,840,244 |
Pension and profit sharing plans | 12 | $5,927,025 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$1,016,556,943,580 | 41105 | 674 | |
$545,530,164,135 | 401 | 220 | |
$426,071,864,566 | 1821809 | 415 | |
$248,044,764,038 | 37 | 1857 | |
$239,614,971,441 | 59703 | 397 |
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