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 20 offices throughout the country.
WILLIAM MACK & ASSOCIATES INC is a Troy, Michigan based Financial Planning firm with nearly $649,371,000 assets under management, offering retirement planning & investment advisory services to 846 clients. The firm is staffed with 14 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 107377 |
SEC# | 801-42259 |
Assets Managed by Firm | $649,371,000 |
No. of Clients | 846 |
No. of Advisors | 14 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 846 | $649,371,000 |
Individuals (other than high net worth individuals) | 664 | $204,527,000 |
High net worth individuals | 168 | $422,270,000 |
Pension and profit sharing plans | 15 | $22,574,000 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$222,731,514,408 | 132 | 176 | |
$18,613,469,251 | 16470 | 130 | |
$17,421,295,183 | 82 | 64 | |
$12,103,858,871 | 332 | 15 | |
$11,794,814,698 | 145 | 50 |
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