William Mack & Associates Inc
● SEC registered since 1992CRD 107377SEC# 801-42259Troy, MI
Reg. AUM
$1.03B
Employees
22
Accounts
952
Location
Troy, MI
William Mack & Associates Inc assets under management
William Mack & Associates Inc is an investment advisory firm registered with the SEC based in Troy, MI. The firm has been registered since 1992. It reports $1 billion in regulatory assets under management and employs 22 people.
William Mack & Associates Inc owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Charles David Dickinson | Chief Compliance Officer | Under 5% | 2022 |
| Theodore Karl Bugenski Control | Vice President | 10-25% | 1992 |
| William Mack Control | President | Over 75% | 1992 |
Frequently asked questions
How much does William Mack & Associates Inc manage?
William Mack & Associates Inc reports $1 billion in regulatory assets under management on its Form ADV.
How many employees does William Mack & Associates Inc have?
William Mack & Associates Inc reports 22 employees.
Where is William Mack & Associates Inc located?
William Mack & Associates Inc is based in Troy, MI and has been SEC-registered since 1992.
Does William Mack & Associates Inc disclose fund performance?
William Mack & Associates Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1301 W. Long Lake Rd., Suite 115, Troy, MI 48098 |
| Phone | 248-643-4310 |
| Fax | 248-643-8205 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.03B▲ 26%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 32%
Larger than 68% of 16,271 advisers
EmployeesTop 22%
More than 78% of 16,825 advisers
Assets under management
$1.03Bregulatory AUM
Discretionary $1.03BNon-discretionary $2.4M