William Mack & Associates Inc.

William Mack & Associates Inc. (CRD# 107377) is a financial advisory firm headquartered in Troy, MI. They manage $255,768,000 in 393 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    256
    MILLION
  • Total Number of Accounts
    393
    ACCOUNTS
  • Average Account Value
    $650,809
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, IL, MI, TX

Financial Advisors at William Mack & Associates Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Theodore K. Bugenski
CRD#: 2167202
1301 W. Long Lake Rd., Suite 115, Troy, MI 48098
96
Wealthminder
score

Theodore Bugenski (CRD# 2167202) is an Investment Advisor Representative working at William Mack & Associates Inc. in Troy, MI and has over 25 years of experience in the finance industry. Theodore Bugenski has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
William Mack
CRD#: 1434254
1301 W. Long Lake Rd., Suite 115, Troy, MI 48098
96
Wealthminder
score

William Mack (CRD# 1434254) is an Investment Advisor Representative working at William Mack & Associates Inc. in Troy, MI and has over 30 years of experience in the finance industry. William Mack has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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