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- Custodian
- Axos ยท SEI
- Clients
- Retail and Institutional
- Platforms
- Unison element
- Established Date
- 04-18-1986
- Office Locations
- 4
Office Locations
About Mack Investment Securities, Inc.
Mack Investment Securities, Inc. is an Illinois-based advisory firm helping clients navigate life transitions with tailored financial planning and investment management. The team builds asset-allocation and portfolio-construction strategies using ETFs and mutual funds, including for entrepreneurs, with capabilities spanning retirement planning, estate planning, and insurance. Serves retail and institutional relationships, with a multi-office Chicagoland presence (est. 1986).
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
STEPHEN WALTER MACK
Chief Compliance Officer, President
- CRD
- #1007322
- Ownership
- 75% or more
CYNTHIA MADELYN JENKINS
--
- CRD
- #706510
- Ownership
- --
Showing 2 of 2 owners & executives
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JOHN RUSSELL BUDZIAK
--
- CRD
- #1770016
NORMAN PETER CHIODRAS
Certified Financial Planner, Chief Compliance Officer, President
- CRD
- #1304974
Glacier unison
Pioneer crest
- CRD
- #72556
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $214,649,238 | $294,443 |
| Non-Discretionary | $87,940,401 | $305,349 |
| Total | $302,589,639 | $297,532 |
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Separately Managed Accounts
Total SMA Asset: $302,589,639
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $521,335,710 | 32.2% |
| Cash | $148,953,060 | 9.2% |
| Public Funds | $505,145,160 | 31.2% |
| Private Funds | $136,000,620 | 8.4% |
| Corporate - Investment Grade | $307,620,449 | 19.0% |
| Total | $1,619,054,999 | 100.0% |