Overview
Assets Under Management: $169 million
High-Net-Worth Clients: 33
Average Client Assets: $4.6 million
Frequently Asked Questions
MACALLASTER PITFIELD MACKAY 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 #3046), MACALLASTER PITFIELD MACKAY INC. is subject to fiduciary duty under federal law.
MACALLASTER PITFIELD MACKAY INC. serves 33 high-net-worth clients according to their SEC filing dated September 19, 2023. View client details ↓
According to their SEC Form ADV, MACALLASTER PITFIELD MACKAY INC. offers portfolio management for individuals. View all service details ↓
MACALLASTER PITFIELD MACKAY INC. manages $169 million in client assets according to their SEC filing dated September 19, 2023.
According to their SEC Form ADV, MACALLASTER PITFIELD MACKAY INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 33
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.85%
Average Client Assets: $4.6 million
Total Client Accounts: 42
Discretionary Accounts: 34
Non-Discretionary Accounts: 8
Regulatory Filings
CRD Number: 3046
Filing ID: 1786955
Last Filing Date: 2023-09-19 21:41:00