Mac Investment Management

RIASEC Registered
Total AUM
$47.8M
Discretionary
$47.8M
100% of AUM
Avg account
$2.1M
Accounts
23
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
149788
Custodians
THE VANGUARD GROUP, INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI97.1%
  • Individuals2.9%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Mac Investment Management is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves primarily individuals and families, offering financial planning and portfolio management services targeted at individuals and small businesses. Its fee model combines a percentage-of-AUM component with fixed fees. The firm is also registered with an accounting activity on file, and it does not present itself as an active ESG investor, a pension consultant, a capital allocator, or a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 53%, Cash & Cash Equivalents 20%, Private Funds 14%, Public Funds/Mutual Funds 9%, Investment Grade Corp Bonds 6%53%
  • Exchange Traded Equities53%
  • Cash & Cash Equivalents20%
  • Private Funds14%
  • Public Funds/Mutual Funds9%
  • Investment Grade Corp Bonds6%

Contacts

1 of 1
  • Michael Mckee

    OwnerCRD 1202425

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth