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MACKE FINANCIAL ADVISORY GROUP

12699 New Brittany Blvd.
Fort Myers, Florida 33907
Tel: 239-275-1122

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About MACKE FINANCIAL ADVISORY GROUP

MACKE FINANCIAL ADVISORY GROUP, formally registered with the SEC as MACKE FINANCIAL ADVISORY GROUP. The firm was established in 02/07/2000. They have over 1 offices throughout the country.

MACKE FINANCIAL ADVISORY GROUP is a Fort Myers, Florida based Financial Planning firm with nearly $146,867,525 assets under management, offering retirement planning & investment advisory services to 453 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#111318
SEC#801-57221
Assets Managed by Firm$146,867,525
No. of Clients453
No. of Advisors4

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Firm Client Information

No. of ClientsAUM
Firm Total453$146,867,525
Individuals (other than high net worth individuals)73$35,267,244
High net worth individuals40$107,276,525
Pension and profit sharing plans2$4,323,756

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