Macke Financial Advisory Group
Firm details
- Headquarters
- Fort Myers, Florida
- CRD number
- 111318
- Registered since
- February 7, 2000
- Website
- www.mackefinancial.com
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI76.55%
- Individuals21.14%
- Pension & Profit Sharing Plans2.31%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Macke Financial Advisory Group is an independent, SEC-registered registered investment adviser that has been operating since 2000 and is owned by an individual. The firm serves individual and family clients and provides a mix of financial planning and portfolio management services for individuals, small businesses, and institutions. Its fee model includes asset-based fees, hourly charges, and fixed-fee arrangements. Macke identifies as an active ESG investor and incorporates environmental, social, or governance considerations into its investment work.
Assets & Accounts
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
- Public Funds/Mutual Funds50%
- Exchange Traded Equities22%
- Private Funds10%
- Cash & Cash Equivalents9%
- State & Local Bonds6%
Contacts
3 of 3
Joseph Pendenza
AssociateCRD 8236093
Kevin Jordan
Director of OperationsCRD 7265296
Todd Macke
PresidentCRD 1450239
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Fort Myers, FL
Lee
Location
Fort Myers, FL
Headquartered in Fort Myers, FL, anchoring the Cape Coral-Fort Myers-Naples, FL metro in the South.
- Metro area
- Cape Coral-Fort Myers-Naples, FL
- Region
- South
- County
- Lee
- Address
- 12699 New Brittany Blvd
- Time zone
- ET (UTC-5)
- Office locations
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