President · William Mack & Associates Inc
William Mack
CRD 1434254 · Named on Form ADV at 2 SEC-registered advisers
At a glance
William Mack & Associates Inc, an SEC-registered wealth manager based in Troy, MI with $1.0 billion in regulatory assets, lists William Mack on its Form ADV as President, a control person. The SEC filings also name William at 1 other registered adviser.
Firms and roles
- William Mack & Associates IncPresidentWealth manager · Troy, MI · $1.0B in regulatory assets
- CND FinancialVice PresidentWealth manager · Livonia, MI · $199M in regulatory assets
AtlasMembers
William’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- 2 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Charles D. DickinsonChief Compliance Officer, William Mack & Associates Inc
- Theodore K. BugenskiVice President, William Mack & Associates Inc
- Arthur R. ColePresident, Chief Compliance Officer, CND Financial
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For William’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.