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Mack Investment Securities, Inc.

● SEC registered since 1987CRD 17643SEC# 801-29570Northfield, IL
Export (members)
Reg. AUM
$302.6M
Employees
8
Accounts
1,017
Location
Northfield, IL

Mack Investment Securities, Inc. assets under management

Mack Investment Securities, Inc. is a registered investment adviser overseen by the SEC based in Northfield, IL. The firm has been registered since 1987. It reports $302.6 million in regulatory assets under management and employs 8 people.

Mack Investment Securities, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Stephen Walter Mack ControlTrustee Is President And CcoOver 75%1986

Frequently asked questions

How much does Mack Investment Securities, Inc. manage?

Mack Investment Securities, Inc. reports $302.6 million in regulatory assets under management on its Form ADV.

How many employees does Mack Investment Securities, Inc. have?

Mack Investment Securities, Inc. reports 8 employees.

Where is Mack Investment Securities, Inc. located?

Mack Investment Securities, Inc. is based in Northfield, IL and has been SEC-registered since 1987.

Does Mack Investment Securities, Inc. disclose fund performance?

Mack Investment Securities, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address211 Waukegan Road, Ste 300, Northfield, IL 60093
Phone847-657-6600
Fax847-657-6605
Office hours8:30a.m. - 4:30p.m. M-Th, Friday 8:30a.m.-3:30p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Regulatory AUM

$302.6M▲ 15%
Mar '25 — $263.5MApr '25 — $263.5MMay '25 — $263.5MJun '25 — $263.5MJul '25 — $263.5MAug '25 — $263.5MSep '25 — $263.5MOct '25 — $263.5MNov '25 — $263.5MDec '25 — $263.5MJan '26 — $263.5MFeb '26 — $263.5MMar '26 — $302.6MApr '26 — $302.6MMay '26 — $302.6MJun '26 — $302.6M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 62%
Larger than 38% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers

Assets under management

$302.6Mregulatory AUM
Discretionary $214.6MNon-discretionary $87.9M