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WILLIAM MACK & ASSOCIATES INC

TROY, MI · CRD 107377 · IAPD ↗ · wmack.com · 248-643-4310

$1.03BRegulatory AUM
10Advisory reps
22Employees
0Clients
More than 500Planning clients
0Private funds
15States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
September 2026 — WILLIAM MACK & ASSOCIATES INC notice-filed in MA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
85
May 2026 — WILLIAM MACK & ASSOCIATES INC crossed $1B in regulatory AUM ($820.4M -> $1.03B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
45
December 2025 — WILLIAM MACK & ASSOCIATES INC notice-filed in GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
71
April 2025 — WILLIAM MACK & ASSOCIATES INC grew from 7 to 10 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
45
November 2024 — WILLIAM MACK & ASSOCIATES INC notice-filed in RI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
November 2024 — WILLIAM MACK & ASSOCIATES INC added office(s): 25 -> 26 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
53
June 2024 — WILLIAM MACK & ASSOCIATES INC added office(s): 24 -> 25 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
53
April 2024 — WILLIAM MACK & ASSOCIATES INC added office(s): 19 -> 24 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.