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Building 2WILLIAM MACK & ASSOCIATES INC

Map pinTROY, MI
Phone248-643-4310
NotebookSEC #801-42259
Total AUM
$1B
Employees
22
Clients
965

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1301 W. LONG LAKE RD., SUITE 115
TROY
MI 48098
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
248-643-4310
Other Offices
26

ReceiptFinancials

Total AUM
$1B
Accounts
952
Discretionary
$1B
Accounts
949
Non-Discretionary
$2.4M
Accounts
3

ContactClients

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Individual Clients
692
AUM
$237.2M
HNW Individual Clients
260
AUM
$769.9M
Pension/Profit Sharing Plan Clients
13
AUM
$27.6M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLGAILMINCNDNYOHRITXVAWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.

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