WILLIAM MACK & ASSOCIATES INC
CRD #107377 SEC #801-42259 TROY, MI 248-643-4310
SEC Registered
Total AUM
$820.4M
Discretionary
$818.2M
Employees
22
Clients
--
Accounts
983
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $820.4M | $818.2M | $2.2M | 22 | 0 |
| Oct 2025 | $820.4M | $818.2M | $2.2M | 22 | 0 |
| Jul 2025 | $820.4M | $818.2M | $2.2M | 22 | 0 |
| Mar 2025 | $820.4M | $818.2M | $2.2M | 22 | 0 |
| Nov 2024 | $754.8M | $752.6M | $2.2M | 14 | 0 |
| Oct 2024 | $754.8M | $752.6M | $2.2M | 14 | 0 |
| May 2024 | $754.8M | $752.6M | $2.2M | 14 | 0 |
| Mar 2024 | $754.8M | $752.6M | $2.2M | 14 | 0 |
| Mar 2023 | $649.4M | $647.4M | $2M | 14 | 0 |
| Dec 2022 | $726.6M | $721.4M | $5.2M | 14 | 0 |
| Dec 2022 | $726.6M | $721.4M | $5.2M | 14 | 0 |
| Mar 2022 | $726.6M | $721.4M | $5.2M | 13 | 0 |
| Mar 2021 | $664.8M | $660.7M | $4.1M | 13 | 0 |
| Jun 2020 | $573.4M | $571M | $2.4M | 7 | 0 |
| Mar 2020 | $573.4M | $571M | $2.4M | 7 | 0 |
| Aug 2019 | $481.7M | $479.5M | $2.2M | 6 | 0 |
| May 2019 | $481.7M | $479.5M | $2.2M | 6 | 0 |
| Mar 2019 | $341.6M | $339.5M | $2.2M | 5 | 0 |
| May 2018 | $359.9M | $358M | $1.9M | 5 | 0 |
| Mar 2018 | $359.9M | $358M | $1.9M | 5 | 0 |
| Apr 2017 | $306.1M | $304.3M | $1.8M | 5 | 500 |
| Mar 2017 | $306.1M | $304.3M | $1.8M | 5 | 500 |
| Sep 2016 | $271.2M | $269.1M | $2M | 9 | 400 |
| Mar 2016 | $255.8M | $253.8M | $2M | 9 | 800 |
| Mar 2015 | $276.4M | $274.5M | $2M | 10 | 700 |
| Mar 2014 | $259.1M | $255.3M | $3.8M | 10 | 700 |
| Mar 2013 | $228M | $218M | $10M | 9 | 500 |
| Mar 2012 | $211M | $197M | $14M | 6 | 500 |
| Mar 2012 | $211M | $197M | $14M | 6 | 500 |
| May 2010 | $364.2M | $346.6M | $17.6M | 10 | -- |
| Mar 2010 | $174.1M | $156.5M | $17.6M | 10 | -- |
| Mar 2008 | $180.2M | $131.2M | $49M | 10 | -- |
| Dec 2007 | $165.7M | $105.8M | $59.9M | 10 | -- |
| Aug 2007 | $165.7M | $105.8M | $59.9M | 10 | -- |
| Mar 2007 | $165.7M | $105.8M | $59.9M | 10 | -- |
| Mar 2006 | $124M | $0 | $124M | 10 | -- |
| Sep 2005 | $115M | $0 | $115M | 10 | -- |
| Dec 2003 | $72.2M | $0 | $72.2M | 5 | -- |
| Apr 2002 | $80M | $0 | $80M | 5 | -- |
| Mar 2002 | $80M | $0 | $80M | 5 | -- |
DateDec 2025
Total AUM$820.4M
Discretionary$818.2M
Non-Disc.$2.2M
Employees22
Clients0
DateOct 2025
Total AUM$820.4M
Discretionary$818.2M
Non-Disc.$2.2M
Employees22
Clients0
DateJul 2025
Total AUM$820.4M
Discretionary$818.2M
Non-Disc.$2.2M
Employees22
Clients0
DateMar 2025
Total AUM$820.4M
Discretionary$818.2M
Non-Disc.$2.2M
Employees22
Clients0
DateNov 2024
Total AUM$754.8M
Discretionary$752.6M
Non-Disc.$2.2M
Employees14
Clients0
DateOct 2024
Total AUM$754.8M
Discretionary$752.6M
Non-Disc.$2.2M
Employees14
Clients0
DateMay 2024
Total AUM$754.8M
Discretionary$752.6M
Non-Disc.$2.2M
Employees14
Clients0
DateMar 2024
Total AUM$754.8M
Discretionary$752.6M
Non-Disc.$2.2M
Employees14
Clients0
DateMar 2023
Total AUM$649.4M
Discretionary$647.4M
Non-Disc.$2M
Employees14
Clients0
DateDec 2022
Total AUM$726.6M
Discretionary$721.4M
Non-Disc.$5.2M
Employees14
Clients0
DateDec 2022
Total AUM$726.6M
Discretionary$721.4M
Non-Disc.$5.2M
Employees14
Clients0
DateMar 2022
Total AUM$726.6M
Discretionary$721.4M
Non-Disc.$5.2M
Employees13
Clients0
DateMar 2021
Total AUM$664.8M
Discretionary$660.7M
Non-Disc.$4.1M
Employees13
Clients0
DateJun 2020
Total AUM$573.4M
Discretionary$571M
Non-Disc.$2.4M
Employees7
Clients0
DateMar 2020
Total AUM$573.4M
Discretionary$571M
Non-Disc.$2.4M
Employees7
Clients0
DateAug 2019
Total AUM$481.7M
Discretionary$479.5M
Non-Disc.$2.2M
Employees6
Clients0
DateMay 2019
Total AUM$481.7M
Discretionary$479.5M
Non-Disc.$2.2M
Employees6
Clients0
DateMar 2019
Total AUM$341.6M
Discretionary$339.5M
Non-Disc.$2.2M
Employees5
Clients0
DateMay 2018
Total AUM$359.9M
Discretionary$358M
Non-Disc.$1.9M
Employees5
Clients0
DateMar 2018
Total AUM$359.9M
Discretionary$358M
Non-Disc.$1.9M
Employees5
Clients0
DateApr 2017
Total AUM$306.1M
Discretionary$304.3M
Non-Disc.$1.8M
Employees5
Clients500
DateMar 2017
Total AUM$306.1M
Discretionary$304.3M
Non-Disc.$1.8M
Employees5
Clients500
DateSep 2016
Total AUM$271.2M
Discretionary$269.1M
Non-Disc.$2M
Employees9
Clients400
DateMar 2016
Total AUM$255.8M
Discretionary$253.8M
Non-Disc.$2M
Employees9
Clients800
DateMar 2015
Total AUM$276.4M
Discretionary$274.5M
Non-Disc.$2M
Employees10
Clients700
DateMar 2014
Total AUM$259.1M
Discretionary$255.3M
Non-Disc.$3.8M
Employees10
Clients700
DateMar 2013
Total AUM$228M
Discretionary$218M
Non-Disc.$10M
Employees9
Clients500
DateMar 2012
Total AUM$211M
Discretionary$197M
Non-Disc.$14M
Employees6
Clients500
DateMar 2012
Total AUM$211M
Discretionary$197M
Non-Disc.$14M
Employees6
Clients500
DateMay 2010
Total AUM$364.2M
Discretionary$346.6M
Non-Disc.$17.6M
Employees10
Clients--
DateMar 2010
Total AUM$174.1M
Discretionary$156.5M
Non-Disc.$17.6M
Employees10
Clients--
DateMar 2008
Total AUM$180.2M
Discretionary$131.2M
Non-Disc.$49M
Employees10
Clients--
DateDec 2007
Total AUM$165.7M
Discretionary$105.8M
Non-Disc.$59.9M
Employees10
Clients--
DateAug 2007
Total AUM$165.7M
Discretionary$105.8M
Non-Disc.$59.9M
Employees10
Clients--
DateMar 2007
Total AUM$165.7M
Discretionary$105.8M
Non-Disc.$59.9M
Employees10
Clients--
DateMar 2006
Total AUM$124M
Discretionary$0
Non-Disc.$124M
Employees10
Clients--
DateSep 2005
Total AUM$115M
Discretionary$0
Non-Disc.$115M
Employees10
Clients--
DateDec 2003
Total AUM$72.2M
Discretionary$0
Non-Disc.$72.2M
Employees5
Clients--
DateApr 2002
Total AUM$80M
Discretionary$0
Non-Disc.$80M
Employees5
Clients--
DateMar 2002
Total AUM$80M
Discretionary$0
Non-Disc.$80M
Employees5
Clients--