Mac Investment Management
Firm details
- Headquarters
- ,
- CRD number
- 149788
- Custodians
- THE VANGUARD GROUP, INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI97.1%
- Individuals2.9%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Mac Investment Management is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves primarily individuals and families, offering financial planning and portfolio management services targeted at individuals and small businesses. Its fee model combines a percentage-of-AUM component with fixed fees. The firm is also registered with an accounting activity on file, and it does not present itself as an active ESG investor, a pension consultant, a capital allocator, or a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities53%
- Cash & Cash Equivalents20%
- Private Funds14%
- Public Funds/Mutual Funds9%
- Investment Grade Corp Bonds6%
Contacts
1 of 1Michael Mckee
OwnerCRD 1202425
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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