1301 W. Long Lake Rd., Suite 115
Troy, Michigan 48098
Tel: 248-643-4310
WILLIAM MACK & ASSOCIATES INC, formally registered with the SEC as WILLIAM MACK & ASSOCIATES INC. The firm was established in 09/03/1992. They have over 27 offices throughout the country.
WILLIAM MACK & ASSOCIATES INC is a Troy, Michigan based Financial Planning firm with nearly $754,782,297 assets under management, offering retirement planning & investment advisory services to 852 clients. The firm is staffed with 14 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 107377 |
SEC# | 801-42259 |
Assets Managed by Firm | $754,782,297 |
No. of Clients | 852 |
No. of Advisors | 14 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 852 | $754,782,297 |
Individuals (other than high net worth individuals) | 664 | $223,374,440 |
High net worth individuals | 168 | $505,716,639 |
Pension and profit sharing plans | 15 | $25,691,218 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$246,667,042,077 | 132 | 164 | |
$20,526,058,796 | 17010 | 134 | |
$20,209,044,347 | 85 | 74 | |
$15,029,547,343 | 412 | 15 | |
$11,989,880,000 | 105 | 31 |
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