Overview
Assets Under Management: $222 million
Headquarters: NORTHFIELD, IL
High-Net-Worth Clients: 270
Average Client Assets: $757,125
Frequently Asked Questions
MACK INVESTMENT SECURITIES, 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 #17643), MACK INVESTMENT SECURITIES, INC. is subject to fiduciary duty under federal law.
MACK INVESTMENT SECURITIES, INC. is headquartered in NORTHFIELD, IL.
MACK INVESTMENT SECURITIES, INC. serves 270 high-net-worth clients according to their SEC filing dated May 10, 2024. View client details ↓
According to their SEC Form ADV, MACK INVESTMENT SECURITIES, INC. offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
MACK INVESTMENT SECURITIES, INC. manages $222 million in client assets according to their SEC filing dated May 10, 2024.
According to their SEC Form ADV, MACK INVESTMENT SECURITIES, 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: 270
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 77.58
Average High-Net-Worth Client Assets: $757,125
Total Client Accounts: 1,009
Discretionary Accounts: 725
Non-Discretionary Accounts: 284
Regulatory Filings
CRD Number: 17643
Last Filing Date: 2024-05-10 00:00:00
Website: https://macktracks.com