1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2MACCO FINANCIAL GROUP, INC.

Map pinGREEN BAY, WI
Phone(920) 617-6830
NotebookSEC #801-133933
Total AUM
$277.8M
Employees
8
Clients
323

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1138 MAIN STREET
GREEN BAY
WI 54301
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
(920) 617-6830

ReceiptFinancials

Total AUM
$277.8M
Accounts
1,467
Discretionary
$269.3M
Accounts
1,429
Non-Discretionary
$8.5M
Accounts
38

ContactClients

View more in analytics →

Individual Clients
236
AUM
$89.1M
HNW Individual Clients
81
AUM
$186M
Pension/Profit Sharing Plan Clients
5
AUM
$793.8K
Corporation or Business Clients
1
AUM
$2M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGAMITNTXWI

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account