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Building 2MACKAY FINANCIAL PLANNING, LLC

Map pinSPRINGFIELD, MO
Phone417-268-9191
NotebookSEC #801-132302
Total AUM
$176M
Employees
2
Clients
71

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2142 W. CHESTERFIELD BLVD
E201
SPRINGFIELD
MO 65807
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
417-268-9191

ReceiptFinancials

Total AUM
$176M
Accounts
384
Discretionary
$164.5M
Accounts
340
Non-Discretionary
$11.6M
Accounts
44

ContactClients

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Individual Clients
33
AUM
$18.5M
HNW Individual Clients
35
AUM
$132.5M
Charitable Organization Clients
3
AUM
$25M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ARMOTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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