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| Happy Holidays!! thanks for using AUM13F!! |
| Macke Financial Advisory Group Inc
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|---|---|
| CRD # | 111318 |
| SEC # | 801-57221 |
| CIK # | |
| AUM | $158.1 M (2025-03-22) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 239-275-1122 |
| Address | 12699 New Brittany Blvd Fort Myers, FL 33907 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 87 | 38.3 |
| (b) Individuals (high net worth individuals) | 39 | 114.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 3.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 1.8 |
| (n) Other | 0 | 0.0 |
| Total | 561 | 158.1 |
| By Discretionary | ||
| Discretionary | 561 | 158.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 561 | 158.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 158.1 | |
| Total | 561 | 158.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
RARE Wolf Capital LLC
✚
|
WA | 0.2 |
|
Live Oak Family Offices LLC
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|
FL | 0.2 |
|
Assabet Advisors LLC
✚
|
MA | 0.2 |
|
Magnolia Wealth Management LLC
✚
|
AL | 0.2 |
|
Wabash Capital Inc
✚
|
IN | 0.2 |
|
Kingstone Capital Partners Texas LLC
✚
|
TX | 0.2 |
|
J M Brown & Associates Inc
✚
|
OK | 0.2 |
|
Naples Money Management LLC
✚
|
FL | 0.2 |
|
Preserver Partners LLC
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|
TN | 0.2 |
|
David P Gilliam & Associates Inc
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|
IN | 0.2 |