Overview
Assets Under Management: $147 million
Headquarters: FORT MYERS, FL
High-Net-Worth Clients: 39
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 39
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 72.51
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 453
Discretionary Accounts: 453
Regulatory Filings
CRD Number: 111318
Last Filing Date: 2024-03-02 00:00:00
Website: https://mackefinancial.com