Macke Financial Advisory Group
Macke Financial Advisory Group (CRD# 111318) is a financial advisory firm headquartered in Fort Myers, FL. They manage $146,867,525 in 453 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Macke Financial Advisory Group
By the Numbers
-
Total Assets Under Management147MILLION
-
Total Number of Accounts453ACCOUNTS
-
Average Account Value$324,211
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, OH
Financial Advisors at Macke Financial Advisory Group
1
Todd Macke (CRD# 1450239) is an Investment Advisor Representative working at Macke Financial Advisory Group in Fort Myers, FL and has over 33 years of experience in the finance industry.
2
Kevin Jordan (CRD# 7265296) is an Investment Advisor Representative working at Macke Financial Advisory Group in Fort Myers, FL and has over 3 years of experience in the finance industry.
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