MACI FAMILY OFFICE ADVISORS

RIASEC Registered
Total AUM
$24.5M
Discretionary
$24.5M
100% of AUM
Avg account
$314K
Accounts
78
Employees
2
Advisory reps
1

Firm details

Headquarters
New York, New York
CRD number
158302
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types
  • HNWI95.92%
  • Individuals4.08%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Maci Family Office Advisors is an independent registered investment advisor operating as a corporation and positioning itself as a capital allocator for individual and family clients. The firm offers financial planning and portfolio management geared toward families and small-business owners, and it presents itself as a family-office-style advisor — providing multi-faceted advice beyond simple portfolio management. Fee arrangements are flexible and include percentage of AUM, hourly and fixed-fee work, and performance-based fees, which allows the firm to run tailored arrangements for both ongoing advice and bespoke mandates. Investment activity is clearly equity‑biased: listed equities and exchange‑traded vehicles are the dominant instruments in client portfolios. The firm also acts as an allocator to third‑party alternative managers across a wide range of strategies, indicating it blends liquid public-market exposure with private and illiquid allocations for return enhancement and diversification. Maci Family Office Advisors does not identify as an active ESG investor and is not registered as a multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 90%, Cash & Cash Equivalents 10%90%
  • Exchange Traded Equities90%
  • Cash & Cash Equivalents10%

Contacts

1 of 1
  • STEVEN IRGANG

    FounderCRD 1846903

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
110 E 42nd St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth