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Troy, Michigan
$573.4 million AUM
6 offices

William Mack & Associates Inc is based in Troy, Michigan and has $573.4 million in assets under management.

Location
1301 W. Long Lake Rd., Suite 115
Troy, MI 48098
Contact
$573.4 million
AUM
7
Employees
AUM Share
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$573,419,409
Assets under management
744 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 567 $167,283,767 29% $295,033
High net worth individuals 162 $388,409,472 68% $2,397,589
Pension and profit sharing plans 15 $17,726,170 3% $1,181,745
Employees Share
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7
Employees
7
Investment analysts
100% of total employees
AUM per employee Share
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$573,419,409
Assets under management
$81,917,058
AUM per employee
$81,917,058
AUM per investment analyst
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Compensation

William Mack & Associates Inc makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
Services offered

William Mack & Associates Inc provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Firm data Share
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CRD number 107,377
SEC number 801-42259
Legal structure Corporation
Legal governance Michigan, United States
Latest ADV filing date March 31, 2020

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