Macc IV Group
Firm details
- Headquarters
- ,
- CRD number
- 143285
- Website
- www.401ksmadesimple.com
- Custodians
- ALTRUIST FINANCIAL
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI61.21%
- Individuals38.79%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Macc IV Group is an independent registered investment adviser organized as an LLC that serves individual and family clients. The firm provides financial planning and portfolio management for individuals and small businesses, charging either a percentage of assets under management or fixed fees. Ownership is held by an individual and the firm does not identify itself as a capital allocator. It does not mark itself as an active ESG investor and is not configured as 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 Equities95%
- Cash & Cash Equivalents5%
Contacts
1 of 1Rodney Mckinnis
Owner & Managing PartnerCRD 2341594
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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