MACKE FINANCIAL ADVISORY GROUP

RIASEC RegisteredEst. 2000
Total AUM
$176M
Discretionary
$176M
100% of AUM
Avg account
$367K
Accounts
479
Employees
5
Advisory reps
3

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

FINTRX

Overview

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

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 50%, Exchange Traded Equities 22%, Private Funds 10%, Cash & Cash Equivalents 9%, State & Local Bonds 6%, Other 2%, US Government Bonds 1%50%
  • 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

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth