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Overview Share
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Fort Myers, Florida
$128.3 million AUM
1 office

Macke Financial Advisory Group is based in Fort Myers, Florida and has $128.3 million in assets under management.

Location
12699 New Brittany Boulevard
Fort Myers, FL 33907
$128.3 million
AUM
2
Employees
AUM Share
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$128,331,963
Assets under management
511 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 55 $23,532,447 18% $427,863
High net worth individuals 41 $104,799,516 82% $2,556,086
Employees Share
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2
Employees
1
Investment analysts
50% of total employees
AUM per employee Share
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$128,331,963
Assets under management
$64,165,982
AUM per employee
$128,331,963
AUM per investment analyst
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Compensation

Macke Financial Advisory Group makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
  • Fixed fees
Services offered

Macke Financial Advisory Group provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
Firm data Share
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CRD number 111,318
SEC number 801-57221
Legal structure Corporation
Legal governance Florida, United States
Latest ADV filing date May 28, 2020

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