MACKE FINANCIAL ADVISORY GROUP

MACKE FINANCIAL ADVISORY GROUP, INC. Legal Name

Adviser information for MACKE FINANCIAL ADVISORY GROUP last updated from Form ADV on March 2nd, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization	Corporation
Fiscal Year End	DECEMBER
Legal Location	Florida, United States

Employees

Total Number of Employees	4
Investment Advisory/Research	2
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	2
Licensed Agents of an Insurance Company	0
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	453	$146.9M
Non-Discretionary	0	$0
Total	453	$146.9M

Clients

Type	Number	RAUM
Individuals	73	$35.3M
HNW Individuals	40	$107.3M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	2	$4.3M
Charitable organizations	0	$0
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	0	$0
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	51-100

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients
Compensation	% of AUMHourly chargesFixed fees

Identifiers

SEC RIA File Number	801-57221
SEC ERA File Number	801-57221
SEC CIK Numbers	None
SEC CRD Numbers	111318
Legal Entity Identifier	None

Principal Office

12699 NEW BRITTANY BLVD.
FORT MYERS
FL
United States

Monday - Friday, 9AM - 5PM

Tel: 239-275-1122, Fax: 239-275-8912

Websites

twitter.com/mackecfp www.greatergiftsfo.com/ www.facebook.com/greatergiftsfo twitter.com/greatergiftsfo www.linkedin.com/company/greatergiftsfo mackefinancial.com/ www.facebook.com/pages/macke-financial-advisory-group/156954074344375 www.linkedin.com/company/macke-financial-advisory-group-feeonly/about

Chief Compliance Officer

KEVIN P. JORDAN

12699 NEW BRITTANY BLVD.

FORT MYERS

United States

Tel: 239-275-1122

Fax: 239-275-8912

K****@*****************M

(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name	Type	Assets $USD	Min Investment $USD	No. Owners