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Macke Financial Advisory Group, Inc.

● SEC registered since 2000CRD 111318SEC# 801-57221Fort Myers, FL
Export (members)
Reg. AUM
$158.1M
Employees
3
Accounts
561
Location
Fort Myers, FL

Macke Financial Advisory Group, Inc. assets under management

Macke Financial Advisory Group, Inc. operates as an SEC-registered investment adviser based in Fort Myers, FL. The firm has been registered since 2000. It reports $158.1 million in regulatory assets under management and employs 3 people.
www.greatergiftsfo.comView on SEC.gov ↗

Macke Financial Advisory Group, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Kevin Patrick Jordan ControlChief Compliance Officer And Chief Operating OfficerUnder 5%2022
Todd Christopher Macke ControlPresidentOver 75%1996

Frequently asked questions

How much does Macke Financial Advisory Group, Inc. manage?

Macke Financial Advisory Group, Inc. reports $158.1 million in regulatory assets under management on its Form ADV.

How many employees does Macke Financial Advisory Group, Inc. have?

Macke Financial Advisory Group, Inc. reports 3 employees.

Where is Macke Financial Advisory Group, Inc. located?

Macke Financial Advisory Group, Inc. is based in Fort Myers, FL and has been SEC-registered since 2000.

Does Macke Financial Advisory Group, Inc. disclose fund performance?

Macke Financial Advisory Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address12699 New Brittany Blvd., Fort Myers, FL 33907
Phone239-275-1122
Fax239-275-8912
Office hours9a.m. - 5p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$158.1M
Non-discretionary$0
Total (RAUM)$158.1M