William Mack & Associates Inc

RIASEC Registered

Total AUM

$1B

Discretionary

$1B

100% of AUM

Avg account

$1.1M

Accounts

952

Employees

22

Advisory reps

15

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

FINTRX

Overview

William Mack & Associates Inc. is an independent, SEC-registered investment adviser (registered in 1992) that serves both individual/family and institutional clients. The firm operates as a capital allocator, offering financial planning, discretionary portfolio management for individuals and small businesses, and manager selection services. Its fee model combines a percentage-of-AUM charge with hourly billing for certain services. The firm does not present itself as an active ESG investor. An industry mention: William Mack & Associates was listed among Top RIA Firms by FA Magazine in 2020.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds93%
Exchange Traded Equities6%
US Government Bonds1%

Owners & executives

Contacts

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 260

Active vs passive

$282M in ETFs

Passive

83%

$235M

Active

14%

$47.2M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND (VCSH)	Vanguard	Passive	Short Term Bond	$49.8M	645,277	17.65%

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Primary office

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

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