Overview
Assets Under Management: $147 million
Headquarters: FORT MYERS, FL
High-Net-Worth Clients: 39
Average Client Assets: $3 million
Frequently Asked Questions
MACKE FINANCIAL ADVISORY 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 #111318), MACKE FINANCIAL ADVISORY GROUP, INC. is subject to fiduciary duty under federal law.
MACKE FINANCIAL ADVISORY GROUP, INC. is headquartered in FORT MYERS, FL.
MACKE FINANCIAL ADVISORY GROUP, INC. serves 39 high-net-worth clients according to their SEC filing dated March 02, 2024. View client details ↓
According to their SEC Form ADV, MACKE FINANCIAL ADVISORY GROUP, INC. offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
MACKE FINANCIAL ADVISORY GROUP, INC. manages $147 million in client assets according to their SEC filing dated March 02, 2024.
According to their SEC Form ADV, MACKE FINANCIAL ADVISORY GROUP, INC. serves high-net-worth individuals and institutional clients. View client details ↓
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