Macco Financial Group, Inc.
● SEC registered since 2025CRD 337398SEC# 801-133933Green Bay, WI
Reg. AUM
$277.8M
Employees
8
Accounts
1,467
Location
Green Bay, WI
Macco Financial Group, Inc. assets under management
Macco Financial Group, Inc. operates as an SEC-registered investment adviser based in Green Bay, WI. The firm has been registered since 2025. It reports $277.8 million in regulatory assets under management and employs 8 people.
Macco Financial Group, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Michael John Macco Control | President And Chief Compliance Officer | 50-75% | 2025 |
| Patrick Nathan Stoa Control | Vice President | 50-75% | 2025 |
Frequently asked questions
How much does Macco Financial Group, Inc. manage?
Macco Financial Group, Inc. reports $277.8 million in regulatory assets under management on its Form ADV.
How many employees does Macco Financial Group, Inc. have?
Macco Financial Group, Inc. reports 8 employees.
Where is Macco Financial Group, Inc. located?
Macco Financial Group, Inc. is based in Green Bay, WI and has been SEC-registered since 2025.
Does Macco Financial Group, Inc. disclose fund performance?
Macco Financial Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1138 Main Street, Green Bay, WI 54301 |
| Phone | (920) 617-6830 |
| Fax | (920) 617-6834 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$277.8M▲ 6%
Nov '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 65%
Larger than 35% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$277.8Mregulatory AUM
Discretionary $269.3MNon-discretionary $8.5M