William Mack & Associates Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Troy, MI. Its latest Form ADV filing, dated April 1, 2026, reports $1.0B in regulatory assets under management, 22 employees, 26 offices, and 952 accounts.
Assets Under Management
$1.0B
Employees
22
Offices
26 offices
Total Clients
965
Primary office
TROY, MI
1301 W. LONG LAKE RD., SUITE 115, TROY, MI, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 71.7% of total clients.
Top client categories% of clientsClients
1
Individuals
71.7%
692
2
HNWI
26.9%
260
3
Pension Plans
1.3%
13
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.0Bas of April 1, 2026
Discretionary99.8%
$1.0B
100% of total RAUM99.8%
Non-discretionary0.2%
$2M
0% of total RAUM0.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.0B
Total Accounts952
10Y AUM Change+$729M (+238.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees22
Clients per Employee44:1
10Y Employee Change+17 (+340.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.