Overview
Assets Under Management: $262 million
Headquarters: GREEN BAY, WI
High-Net-Worth Clients: 80
Average Client Assets: $2 million
Frequently Asked Questions
MACCO FINANCIAL GROUP, 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 #337398), MACCO FINANCIAL GROUP, INC. is subject to fiduciary duty under federal law.
MACCO FINANCIAL GROUP, INC. is headquartered in GREEN BAY, WI.
MACCO FINANCIAL GROUP, INC. serves 80 high-net-worth clients according to their SEC filing dated November 19, 2025. View client details ↓
According to their SEC Form ADV, MACCO FINANCIAL GROUP, INC. offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
MACCO FINANCIAL GROUP, INC. manages $262 million in client assets according to their SEC filing dated November 19, 2025.
According to their SEC Form ADV, MACCO FINANCIAL GROUP, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 80
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 66.52
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,298
Discretionary Accounts: 1,271
Non-Discretionary Accounts: 27
Regulatory Filings
CRD Number: 337398
Filing ID: 2009412
Last Filing Date: 2025-11-19 15:56:08
Website: 0