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MACK INVESTMENT SECURITIES, INC.
CRD 17643 · SEC 801-29570
211 WAUKEGAN ROAD, STE 300, NORTHFIELD, IL, 60093, United States
Phone
847-657-6600
Fax
847-657-6605
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$302.6M
Discretionary AUM
$214.6M
Team
8 total employees; 8 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees; Commissions
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersPublication of periodicalsMarket timing
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 379 | $65.0M |
| High net worth individuals | 282 | $230.8M |
| Pension/profit sharing plans | 12 | $6.8M |
States served
AZ, CA, CO, IL, IN, IA, LA, MI, MS, OH, WI, MO, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD