WILLIAM MACK & ASSOCIATES INC
Firm details
- Headquarters
- TROY, Michigan
- CRD number
- 107377
- Registered since
- September 3, 1992
- Website
- www.wmack.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI74.41%
- Individuals22.93%
- Pension & Profit Sharing Plans2.66%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
William Mack & Associates Inc is an independent, privately owned registered investment adviser that has been SEC-registered since 1992. The firm operates as a capital allocator serving both individuals and families as well as institutional clients. Its fee model combines asset-based fees and hourly charges, and its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and the selection of third-party advisers. The firm is not identified as an active ESG investor. The company has been recognized in industry coverage, appearing on FA Magazine’s Top RIA Firms list in 2020. It reports an owner-type of Individual and identifies as a corporation for organizational form.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Funds93%
- Exchange Traded Equities6%
- US Government Bonds1%
Owners & executives
2 of 2CHARLES DICKINSON
Chief Compliance OfficerCRD 1688810
FRANK ARVAI
CEO & Wealth ManagerCRD 4363727
Contacts
3 of 13Jennie Spurlock
Financial AdvisorCRD 6664949
Linda Smith
Certified Financial PlannerCRD 6765666
Brendan Bugenski
Financial PlannerCRD 8042591
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 55Active vs passive
$161M in ETFs
86%
$139M
12%
$22M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND (VCSH) | Vanguard | Passive | Short Term Bond | $31.5M | 397,355 | 19.51% |
Location
TROY, MI
OAKLAND
Location
TROY, MI
Headquartered in TROY, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- OAKLAND
- Address
- 1301 W Long Lake Rd
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
ISTO ADVISORS, LLC
RIATROY, MI
CARRERA CAPITAL ADVISORS
RIATROY, MI
STRAIGHTLINE
RIATROY, MI
SECURE ASSET MANAGEMENT, L.L.C.
RIATROY, MI
JAY A. FISHMAN, LTD
RIATROY, MI
BARON WEALTH MANAGEMENT, LLC
RIATROY, MI