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| Happy Holidays!! thanks for using AUM13F!! |
| Mack Investment Securities Inc
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| CRD # | 17643 |
| SEC # | 801-29570 |
| CIK # | |
| AUM | $263.5 M (2025-03-31) |
| Employees | 8 (100% Investors, 100% Brokers) |
| Phone | 847-657-6600 |
| Address | 211 Waukegan Road Northfield, IL 60093 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 394 | 52.3 |
| (b) Individuals (high net worth individuals) | 270 | 204.4 |
| (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 | 12 | 6.8 |
| (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 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 998 | 263.5 |
| By Discretionary | ||
| Discretionary | 724 | 190.8 |
| Non-Discretionary | 274 | 72.7 |
| Total | 998 | 263.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 263.5 | |
| Total | 998 | 263.5 |
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|---|---|---|
|
Braeburn Wealth Management LLC
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MI | 0.3 |
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Williams & Novak Wealth Management LLC
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CA | 0.3 |
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WA | 0.3 |
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WY | 0.3 |
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Summit Group Retirement Planners Inc
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PA | 0.3 |
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Tricord Advisors Inc
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CA | 0.3 |
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Stewardship Advisory Group LLC
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FL | 0.3 |
|
Magnate Advisory Services LLC
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KY | 0.3 |
|
Innovative Advisory Partners LLC
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TN | 0.3 |
|
Integrity Wealth LLC
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OR | 0.3 |