William Mack & Associates Inc
Firm details
- Headquarters
- Troy, Michigan
- CRD number
- 107377
- Registered since
- September 3, 1992
- Website
- www.wmack.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI74.41%
- Individuals22.93%
- Pension & Profit Sharing Plans2.66%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
William Mack & Associates Inc is an independent, SEC-registered investment adviser that provides financial planning and discretionary portfolio management for individuals, families and small businesses, and also serves institutional clients. The firm acts as a capital allocator and performs manager selection, indicating it supplements in-house portfolios with third‑party strategies. Fee arrangements include a percentage of assets under management and hourly charges. The firm was recognized by FA Magazine as one of its Top RIA Firms in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds93%
- Exchange Traded Equities6%
- US Government Bonds1%
Owners & executives
2 of 2
Frank Arvai
CEO & Wealth ManagerCRD 4363727
Charles Dickinson
Chief Compliance OfficerCRD 1688810
Contacts
3 of 13
Jennie Spurlock
Financial AdvisorCRD 6664949
Linda Smith
Senior Financial PlannerCRD 6765666
Richard Keil
Financial AdvisorCRD 6806528
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 158Active vs passive
$525M in ETFs
85%
$444M
13%
$80.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND (VCSH) | Vanguard | Passive | Short Term Bond | $48.2M | 610,226 | 9.18% |
Location
Troy, MI
Oakland
Location
Troy, MI
Headquartered in Troy, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- Oakland
- Address
- 1301 W Long Lake Rd
- Time zone
- ET (UTC-5)
- Office locations
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