JIM MACKAY FINANCIAL PLANNING, LLC
Legal name: MACKAY FINANCIAL PLANNING, LLC
CRD #169583 SEC #801-132302 SPRINGFIELD, MO 417-268-9191
SEC Registered
Total AUM
$140.1M
Discretionary
$129.2M
Employees
2
Clients
51
Accounts
313
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $140.1M | $129.2M | $10.9M | 2 | 2 |
| Mar 2025 | $140.1M | $129.2M | $10.9M | 2 | 2 |
| Feb 2025 | $140.1M | $129.2M | $10.9M | 2 | 2 |
DateApr 2025
Total AUM$140.1M
Discretionary$129.2M
Non-Disc.$10.9M
Employees2
Clients2
DateMar 2025
Total AUM$140.1M
Discretionary$129.2M
Non-Disc.$10.9M
Employees2
Clients2
DateFeb 2025
Total AUM$140.1M
Discretionary$129.2M
Non-Disc.$10.9M
Employees2
Clients2