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| Keyboard |
| Macco Financial Group Inc
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|---|---|
| CRD # | 337398 |
| SEC # | 801-133933 |
| CIK # | 0001572699, 0002111816 |
| AUM | 277.8 M (2026-02-25) |
| Employees | 8 (50% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 920-617-6830 |
| Address | 1138 Main Street Green Bay, WI 54301 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Bank First National Corp | 0.3 | ||
| Broadwind Energy Inc | 0.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 236 | 89.1 |
| (b) Individuals (high net worth individuals) | 81 | 186.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 0.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 2.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,467 | 277.8 |
| By Discretionary | ||
| Discretionary | 1,429 | 269.3 |
| Non-Discretionary | 38 | 8.5 |
| Total | 1,467 | 277.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 277.8 | |
| Total | 1,467 | 277.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 10-K | [0001572699] | |
| 10-Q | [0001572699] | |
| 3 | [0001572699] | |
| 4 | [0001572699] | |
| 8-K | [0001572699] | |
| 13F-HR | [0002111816] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 11 |
| Serves | Institutional, Retail |
| Form 3/4/5 Subject | 2011 - 2026 |
|---|---|
| Corrao Mark | |
| Success Holding Group International Inc | |
| Hong Chi Jiu | |
| Success Holding Group Corp USA | |
| Kistler Brian K | |
| Chen Steve Andrew |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
Success Holding Group International Inc SHGT
Stock Options · derivative
|
2014-11-30 | Grant | 500,000 | $5.00 | 2,500,000 |
|
Success Holding Group International Inc SHGT
Common Stock
|
2014-11-10 | Other | 500,000 | $2.80 | 1,400,000 |
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|---|---|---|
|
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✚
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|
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MD | 278.0 M |
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|
Oasis Advisors LLC
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IA | 277.7 M |
|
Universal Financial Advisors LLC
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|
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|
Kilter Group LLC
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|
277.4 M | |
|
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|
Tyner Capital Management Investment Counsel Inc
✚
|
TN | 277.3 M |