MACKE FINANCIAL ADVISORY GROUP, INC.
Legal name: MACKE FINANCIAL ADVISORY GROUP
CRD #111318 SEC #801-57221 FORT MYERS, FL 239-275-1122
SEC Registered
Total AUM
$158.1M
Discretionary
$158.1M
Employees
3
Clients
101
Accounts
561
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $158.1M | $158.1M | $0 | 3 | 0 |
| Mar 2025 | $158.1M | $158.1M | $0 | 3 | 0 |
| Mar 2024 | $146.9M | $146.9M | $0 | 4 | 0 |
| Mar 2024 | $146.9M | $146.9M | $0 | 4 | 0 |
| Oct 2023 | $136.4M | $136.4M | $0 | 4 | 0 |
| Jul 2023 | $136.4M | $136.4M | $0 | 4 | 0 |
| Mar 2023 | $136.4M | $136.4M | $0 | 4 | 0 |
| Mar 2023 | $136.4M | $136.4M | $0 | 4 | 0 |
| Mar 2022 | $128.2M | $128.2M | $0 | 3 | 0 |
| Mar 2022 | $128.2M | $128.2M | $0 | 3 | 0 |
| Apr 2021 | $135.4M | $125.2M | $10.1M | 3 | 0 |
| Apr 2021 | $135.4M | $125.2M | $10.1M | 3 | 0 |
| Mar 2021 | $135.4M | $125.2M | $10.1M | 3 | 0 |
| Aug 2020 | $128.3M | $121.6M | $6.7M | 2 | 0 |
| Jun 2020 | $128.3M | $121.6M | $6.7M | 2 | 0 |
| May 2020 | $128.3M | $121.6M | $6.7M | 2 | 0 |
| Mar 2020 | $128.3M | $121.6M | $6.7M | 2 | 0 |
| Mar 2019 | $142.5M | $142.5M | $0 | 2 | 0 |
| Mar 2018 | $150.1M | $3.8M | $146.4M | 2 | 0 |
| Mar 2017 | $132.4M | $100.8M | $31.6M | 3 | 26 |
| Mar 2016 | $138.3M | $138.3M | $32.8K | 3 | 26 |
| Mar 2015 | $150.5M | $150.5M | $0 | 3 | 100 |
| Apr 2014 | $140.8M | $140.8M | $0 | 3 | 100 |
| Mar 2014 | $140.8M | $140.8M | $0 | 3 | 100 |
| Mar 2014 | $140.8M | $140.8M | $0 | 3 | 100 |
| Mar 2013 | $136M | $136M | $0 | 2 | 100 |
| Oct 2012 | $125.6M | $116.2M | $9.5M | 2 | 140 |
| Feb 2012 | $125.6M | $116.2M | $9.5M | 1 | 140 |
| Mar 2010 | $108.9M | $100.8M | $8.2M | 5 | -- |
| Mar 2008 | $106.6M | $96M | $10.6M | 5 | -- |
| Feb 2007 | $86.2M | $74.1M | $12.1M | 5 | -- |
| Sep 2005 | $63.3M | $51.1M | $12.2M | 5 | -- |
| Apr 2004 | $42.6M | $42.6M | $0 | 5 | -- |
| Mar 2004 | $42.6M | $42.6M | $0 | 5 | -- |
| Apr 2002 | $31.1M | $31.1M | $0 | 5 | -- |
DateMar 2025
Total AUM$158.1M
Discretionary$158.1M
Non-Disc.$0
Employees3
Clients0
DateMar 2025
Total AUM$158.1M
Discretionary$158.1M
Non-Disc.$0
Employees3
Clients0
DateMar 2024
Total AUM$146.9M
Discretionary$146.9M
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$146.9M
Discretionary$146.9M
Non-Disc.$0
Employees4
Clients0
DateOct 2023
Total AUM$136.4M
Discretionary$136.4M
Non-Disc.$0
Employees4
Clients0
DateJul 2023
Total AUM$136.4M
Discretionary$136.4M
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$136.4M
Discretionary$136.4M
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$136.4M
Discretionary$136.4M
Non-Disc.$0
Employees4
Clients0
DateMar 2022
Total AUM$128.2M
Discretionary$128.2M
Non-Disc.$0
Employees3
Clients0
DateMar 2022
Total AUM$128.2M
Discretionary$128.2M
Non-Disc.$0
Employees3
Clients0
DateApr 2021
Total AUM$135.4M
Discretionary$125.2M
Non-Disc.$10.1M
Employees3
Clients0
DateApr 2021
Total AUM$135.4M
Discretionary$125.2M
Non-Disc.$10.1M
Employees3
Clients0
DateMar 2021
Total AUM$135.4M
Discretionary$125.2M
Non-Disc.$10.1M
Employees3
Clients0
DateAug 2020
Total AUM$128.3M
Discretionary$121.6M
Non-Disc.$6.7M
Employees2
Clients0
DateJun 2020
Total AUM$128.3M
Discretionary$121.6M
Non-Disc.$6.7M
Employees2
Clients0
DateMay 2020
Total AUM$128.3M
Discretionary$121.6M
Non-Disc.$6.7M
Employees2
Clients0
DateMar 2020
Total AUM$128.3M
Discretionary$121.6M
Non-Disc.$6.7M
Employees2
Clients0
DateMar 2019
Total AUM$142.5M
Discretionary$142.5M
Non-Disc.$0
Employees2
Clients0
DateMar 2018
Total AUM$150.1M
Discretionary$3.8M
Non-Disc.$146.4M
Employees2
Clients0
DateMar 2017
Total AUM$132.4M
Discretionary$100.8M
Non-Disc.$31.6M
Employees3
Clients26
DateMar 2016
Total AUM$138.3M
Discretionary$138.3M
Non-Disc.$32.8K
Employees3
Clients26
DateMar 2015
Total AUM$150.5M
Discretionary$150.5M
Non-Disc.$0
Employees3
Clients100
DateApr 2014
Total AUM$140.8M
Discretionary$140.8M
Non-Disc.$0
Employees3
Clients100
DateMar 2014
Total AUM$140.8M
Discretionary$140.8M
Non-Disc.$0
Employees3
Clients100
DateMar 2014
Total AUM$140.8M
Discretionary$140.8M
Non-Disc.$0
Employees3
Clients100
DateMar 2013
Total AUM$136M
Discretionary$136M
Non-Disc.$0
Employees2
Clients100
DateOct 2012
Total AUM$125.6M
Discretionary$116.2M
Non-Disc.$9.5M
Employees2
Clients140
DateFeb 2012
Total AUM$125.6M
Discretionary$116.2M
Non-Disc.$9.5M
Employees1
Clients140
DateMar 2010
Total AUM$108.9M
Discretionary$100.8M
Non-Disc.$8.2M
Employees5
Clients--
DateMar 2008
Total AUM$106.6M
Discretionary$96M
Non-Disc.$10.6M
Employees5
Clients--
DateFeb 2007
Total AUM$86.2M
Discretionary$74.1M
Non-Disc.$12.1M
Employees5
Clients--
DateSep 2005
Total AUM$63.3M
Discretionary$51.1M
Non-Disc.$12.2M
Employees5
Clients--
DateApr 2004
Total AUM$42.6M
Discretionary$42.6M
Non-Disc.$0
Employees5
Clients--
DateMar 2004
Total AUM$42.6M
Discretionary$42.6M
Non-Disc.$0
Employees5
Clients--
DateApr 2002
Total AUM$31.1M
Discretionary$31.1M
Non-Disc.$0
Employees5
Clients--