|
⚲
|
| Macco Financial Group Inc
✚
|
|
|---|---|
| CRD # | 337398 |
| SEC # | 801-133933 |
| CIK # | 0002111816, 0001572699 |
| AUM | $277.8 M (2026-02-25) |
| Employees | 8 (50% Investors, 0% Brokers) |
| Phone | 920-617-6830 |
| Address | 1138 Main Street Green Bay, WI 54301 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($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] |
| 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 |
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|---|---|---|
|
Beacon Wealth Consultants Inc
✚
|
VA | 0.3 |
|
Foronjy Financial LLC
✚
|
CA | 0.3 |
|
Accordant Advisory Group Inc
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|
MD | 0.3 |
|
Auspicious Financial Planning LLC
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|
CA | 0.3 |
|
Oasis Advisors LLC
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|
IA | 0.3 |
|
Universal Financial Advisors LLC
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|
MO | 0.3 |
|
HBE Wealth Management LLC
✚
|
NE | 0.3 |
|
Kilter Group LLC
✚
|
0.3 | |
|
Delta Capital Management LLC
✚
|
NJ | 0.3 |
|
Tyner Capital Management Investment Counsel Inc
✚
|
TN | 0.3 |