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WILLIAM MACK & ASSOCIATES INC
CRD 107377 · SEC 801-42259
1301 W. LONG LAKE RD., SUITE 115, TROY, MI, 48098, United States
Phone
248-643-4310
Fax
248-643-8205
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.03B
Discretionary AUM
$1.03B
Team
22 total employees; 10 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-04-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 692 | $237.2M |
| High net worth individuals | 260 | $769.9M |
| Pension/profit sharing plans | 13 | $27.6M |
States served
AZ, CA, GA, IL, MI, NY, NC, ND, OH, RI, VA, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD