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, SEC-registered advisory corporation that has operated since 1992. The firm serves both individual/family and institutional clients and acts as a capital allocator and selector of third-party managers. Its advisory work centers on financial planning, portfolio management for individuals and small businesses, and selecting other advisers. Fees are charged primarily as a percentage of assets under management, with some engagements billed hourly. The firm was listed among FA Magazine’s Top RIA Firms in 2020.
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 13
Jennie 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 79Active vs passive
$263M in ETFs
85%
$222M
13%
$40.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND (VCSH) | Vanguard | Passive | Short Term Bond | $48.2M | 610,226 | 18.36% |
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