Overview
Assets Under Management: $72 million
High-Net-Worth Clients: 150
Average Client Assets: $0.5 million
Frequently Asked Questions
MAC WEALTH MANAGEMENT INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #143923), MAC WEALTH MANAGEMENT INC. is subject to fiduciary duty under federal law.
MAC WEALTH MANAGEMENT INC. serves 150 high-net-worth clients according to their SEC filing dated August 31, 2018. View client details ↓
According to their SEC Form ADV, MAC WEALTH MANAGEMENT INC. offers financial planning and portfolio management for individuals. View all service details ↓
MAC WEALTH MANAGEMENT INC. manages $72 million in client assets according to their SEC filing dated August 31, 2018.
According to their SEC Form ADV, MAC WEALTH MANAGEMENT INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 150
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 96.39%
Average Client Assets: $0.5 million
Total Client Accounts: 225
Discretionary Accounts: 225
Regulatory Filings
CRD Number: 143923
Filing ID: 1238685
Last Filing Date: 2018-08-31 16:54:00