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| William Mack & Associates Inc
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|---|---|
| CRD # | 107377 |
| SEC # | 801-42259 |
| CIK # | 0002096700 |
| AUM | 1,034.6 M (2026-04-01) |
| Employees | 22 (45% Investors, 0% Brokers) |
| Phone | 248-643-4310 |
| Address | 1301 W Long Lake Rd, Suite 115 Troy, MI 48098 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 10.2 | ||
| Microsoft Corp | 4.3 | ||
| Amazon Com Inc | 2.6 | ||
| Tesla Motors Inc | 2.5 | ||
| Alphabet Inc | 2.5 | ||
| Accenture PLC | 1.4 | ||
| Nvidia Corp | 1.4 | ||
| Dataram Corp | 1.4 | ||
| J P Morgan Chase & Co | 1.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 692 | 237.2 |
| (b) Individuals (high net worth individuals) | 260 | 769.9 |
| (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 | 27.6 |
| (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 | 952 | 1,034.6 |
| By Discretionary | ||
| Discretionary | 949 | 1,032.2 |
| Non-Discretionary | 3 | 2.4 |
| Total | 952 | 1,034.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,034.6 | |
| Total | 952 | 1,034.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002096700] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.4B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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CA | 1,034.5 M |
|
Northwest Wealth Management LLC
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IA | 1,031.4 M |
|
IFG Advisors LLC
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MO | 1,030.0 M |
|
John Moore & Associates Inc
✚
|
NM | 1,028.8 M |