William Mack & Associates Inc

Overview

William Mack & Associates Inc is an SEC registered investment adviser based in Troy, MI, registered since 1992. It reports $1B in assets under management across 952 accounts, with 22 employees. It has 15 investment adviser representatives.

Reported AUM

$1B

Discretionary

100%

Accounts

952

Average account

$1.1M

Employees

22

Advisory reps

15

Registered since

1992

Jurisdictions

15

As reported in the firm's August 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Hourly Charges and Percentage of Assets

Executive officers 3 of 3

• William Mack President CRD 1434254
• Charles David Dickinson Chief Compliance Officer CRD 1688810
• Theodore Karl Bugenski Vice President CRD 2167202

Advisory reps 3 of 15

• Frank Stephen Arvai Investment Adviser Rep CRD 4363727
• Brendan Bugenski Investment Adviser Rep CRD 8042591
• Theodore Karl Bugenski Investment Adviser Rep CRD 2167202

12 more advisory reps, with emails, phones and branch locations

Location

Headquarters

1301 W Long Lake Rd Ste 115
Troy, MI 48098

County

Oakland

Metro area

Detroit-Warren-Dearborn, MI

Region

Midwest

Registrations

• SEC registered
• Registered in 15 jurisdictions
• Website: wmack.com

Every state, with registration dates

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