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William Mack & Associates Inc

● SEC registered since 1992CRD 107377SEC# 801-42259Troy, MI
Export (members)
Reg. AUM
$820.4M
Employees
22
Accounts
983
Location
Troy, MI

William Mack & Associates Inc assets under management

William Mack & Associates Inc is an investment advisory firm registered with the SEC based in Troy, MI. The firm has been registered since 1992. It reports $820.4 million in regulatory assets under management and employs 22 people.

William Mack & Associates Inc owners & executives

3 reported
NameTitleOwnershipSince
Charles David DickinsonChief Compliance OfficerUnder 5%2022
Theodore Karl Bugenski ControlVice President10-25%1992
William Mack ControlPresidentOver 75%1992

Frequently asked questions

How much does William Mack & Associates Inc manage?

William Mack & Associates Inc reports $820.4 million in regulatory assets under management on its Form ADV.

How many employees does William Mack & Associates Inc have?

William Mack & Associates Inc reports 22 employees.

Where is William Mack & Associates Inc located?

William Mack & Associates Inc is based in Troy, MI and has been SEC-registered since 1992.

Does William Mack & Associates Inc disclose fund performance?

William Mack & Associates Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1301 W. Long Lake Rd., Suite 115, Troy, MI 48098
Phone248-643-4310
Fax248-643-8205
Office hours9:00 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$818.2M
Non-discretionary$2.2M
Total (RAUM)$820.4M