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WILLIAM MACK & ASSOCIATES INC
CRD 107377File 801-42259
APPROVED
Retail clients
Filing as of Aug 25, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.03B
Above cohort median (national)
Discretionary AUM
$1.03B
Non-discretionary $2.4M
Clients
965
952 accounts
Employees
22
Top 25% of cohort in MI
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Sep 3, 1992
- Principal office
- 1301 W. LONG LAKE RD., SUITE 115, TROY, MI, 48098
- Phone
- 248-643-4310
- Website
- HTTP://WWW.WMACK.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.03B
- Discretionary AUM
- $1.03B
- Non-discretionary AUM
- $2.4M
- Discretionary accounts
- 949
- Non-discretionary accounts
- 3
- Total accounts
- 952
- AUM per client
- $1.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 260 | $769.9M |
| Pension and profit sharing plans | 13 | $27.6M |
| Individuals (other than high net worth individuals) | 692 | $237.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| May 1, 2026 | Clients | 970 | 965 | decreased by5 |
| May 1, 2026 | AUM | $820,394,535 | $1,034,607,199 | increased by$214,212,664 |
| May 1, 2026 | Accounts | 983 | 952 | decreased by31 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 13 | 22 | increased by9 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 829 | 970 | increased by141 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $726,573,000 | $820,394,535 | increased by$93,821,535 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 815 | 983 | increased by168 |
| Apr 1, 2022 | Clients | 771 | 829 | increased by58 |
| Apr 1, 2022 | AUM | $664,804,863 | $726,573,000 | increased by$61,768,137 |
| Apr 1, 2022 | Accounts | 771 | 815 | increased by44 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “WILLIAM MACK” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“WILLIAM MACK” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.