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WILLIAM MACK & ASSOCIATES INC

1301 W. Long Lake Rd., Suite 115
Troy, Michigan 48098
Tel: 248-643-4310

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About WILLIAM MACK & ASSOCIATES INC

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.

Firm Information

SEC Current StatusApproved
Firm CRD#107377
SEC#801-42259
Assets Managed by Firm$649,371,000
No. of Clients846
No. of Advisors14

Fee Structure

  • A Percentage of AUM
  • Hourly charges

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals

Firm Client Information

No. of ClientsAUM
Firm Total846$649,371,000
Individuals (other than high net worth individuals)664$204,527,000
High net worth individuals168$422,270,000
Pension and profit sharing plans15$22,574,000

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