Macke Asset Management, LLC is a large advisory firm based in San Francisco. It manages $26.1 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.
Macke Asset Management provides portfolio management for individuals and small businesses. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Macke Asset Management, LLC is $26.1 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -25% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Macke Asset Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Macke Asset Management, LLC performs its advisory services is located at 2001 Union St, San Francisco, CA 94123, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 415-775-2825 or by fax 415-885-3974. The normal business hours are 7 a.m. to 3 p.m. on Monday - Friday.