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⚲
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| Macke Financial Advisory Group Inc
✚
|
|
|---|---|
| CRD # | 111318 |
| SEC # | 801-57221 |
| CIK # | |
| AUM | $175.7 M (2026-03-12) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Phone | 239-275-1122 |
| Address | 12699 New Brittany Blvd Fort Myers, FL 33907 |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 87 | 37.1 |
| (b) Individuals (high net worth individuals) | 43 | 134.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 4.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 479 | 175.7 |
| By Discretionary | ||
| Discretionary | 479 | 175.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 479 | 175.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 175.7 | |
| Total | 479 | 175.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
McLaughlin Asset Management Inc
✚
|
IL | 0.2 |
|
Pacifica Wealth Advisors Inc
✚
|
0.2 | |
|
SFI Advisors LLC
✚
|
NJ | 0.2 |
|
The Money Men Inc
✚
|
NY | 0.2 |
|
Fellowship Investment Advisors LLC
✚
|
FL | 0.2 |
|
URS Advisory LLC
✚
|
FL | 0.2 |
|
Toptier Wealth Management
✚
|
0.2 | |
|
Preserver Partners LLC
✚
|
TN | 0.2 |
|
Hill Country Retirement Solutions LLC
✚
|
TX | 0.2 |
|
TLW Wealth Management LLC
✚
|
0.2 |