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MACCO FINANCIAL GROUP, INC.
CRD 337398 · SEC 801-133933
1138 MAIN STREET, GREEN BAY, WI, 54301, United States
Phone
(920) 617-6830
Fax
(920) 617-6834
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$277.8M
Discretionary AUM
$269.3M
Team
8 total employees; 4 advisory reps; 11 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-02-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 236 | $89.1M |
| High net worth individuals | 81 | $186.0M |
| Pension/profit sharing plans | 5 | $794K |
States served
GA, MI, TN, WI, TX, FL
All web addresses on file
Official SEC filing: View on IAPD