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| Happy Holidays!! thanks for using AUM13F!! |
| William Mack & Associates Inc
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| CRD # | 107377 |
| SEC # | 801-42259 |
| CIK # | |
| AUM | $820.4 M (2025-07-22) |
| Employees | 22 (45% Investors, 0% Brokers) |
| Phone | 248-643-4310 |
| Address | 1301 W Long Lake Rd, Suite 115 Troy, MI 48098 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 759 | 213.3 |
| (b) Individuals (high net worth individuals) | 198 | 583.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 13 | 23.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 983 | 820.4 |
| By Discretionary | ||
| Discretionary | 980 | 818.2 |
| Non-Discretionary | 3 | 2.2 |
| Total | 983 | 820.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 820.4 | |
| Total | 983 | 820.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
TCP Asset Management LLC
✚
|
OH | 0.8 |
|
Meg Green & Associates Inc
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FL | 0.8 |
|
Riverbend Capital Advisors LLC
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IL | 0.8 |
|
Lebenthal Global Advisors LLC
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NY | 0.8 |
|
Delap Wealth Advisory LLC
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OR | 0.8 |
|
PYA Waltman Capital LLC
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|
TN | 0.8 |
|
McGuire Investment Group LLC
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|
RI | 0.8 |
|
Pointoak Retirement Advisors LLC
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|
VA | 0.8 |
|
IFG Advisors LLC
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|
MO | 0.8 |
|
Three Bridge Wealth Advisors LLC
✚
|
CA | 0.8 |