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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-03-1992
- Office Locations
- 7
Office Locations
About William Mack & Associates INC
William Mack & Associates (WMA) is a Michigan-based fee-only, fiduciary RIA providing holistic financial planning and custom portfolio management with goal-, risk- and tax-aware implementation and ongoing monitoring. The firm serves multigenerational families as well as affluent individuals, executives, healthcare/education professionals and retirees. Relationships are primarily referral-driven, and accounts are typically custodied at Schwab.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
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Owner & Executives
WILLIAM MACK
Advisor, President, VICE PRESIDENT
- CRD
- #1434254
- Ownership
- 75% or more
THEODORE KARL BUGENSKI
Advisor, Secretary, VICE PRESIDENT
- CRD
- #2167202
- Ownership
- 10% but less than 25%
Showing 2 of 3 owners & executives
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FRANK STEPHEN ARVAI
Advisor
- CRD
- #4363727
Brendan Bugenski
Financial Planner
- CRD
- #8042591
Showing 2 of 15 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,032,246,065 | $1,087,720 |
| Non-Discretionary | $2,361,134 | $787,045 |
| Total | $1,034,607,199 | $1,086,772 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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