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Building 2MACKE FINANCIAL ADVISORY GROUP

Map pinFORT MYERS, FL
Phone239-275-1122
NotebookSEC #801-57221
Total AUM
$175.7M
Employees
5
Clients
131

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
12699 NEW BRITTANY BLVD.
FORT MYERS
FL 33907
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
239-275-1122

ReceiptFinancials

Total AUM
$175.7M
Accounts
479
Discretionary
$175.7M
Accounts
479
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
87
AUM
$37.1M
HNW Individual Clients
43
AUM
$134.5M
Pension/Profit Sharing Plan Clients
1
AUM
$4.1M

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLOH

HandshakeAffiliates

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

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