Frank
Arvai
William Mack & Associates Inc
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About this Advisor
Frank Arvai is a certified financial planner operating out of Troy, Michigan with a total of 4 years of relevant experience. Arvai is on the advisory team at William Mack & Associates Inc. Over the course of their career, Arvai has held roles at Mutual Fund Management Co, Arvai & Associates, Semi-Retired and William Mack & Associates, Inc. Arvai is approved to serve investors in Michigan. William Mack & Associates Inc is a firm operating out of Troy, MI. The company has offices in 19 locations and a total of 14 employees. It administers $649 million in assets among its 846 client accounts, making it one of the larger financial advisory firms in the nation by assets under management. Of its 846 customer accounts, 20% belong to high-net-worth investors who have at least $1 million in investable assets. William Mack & Associates Inc performs a set of services, including financial planning services and portfolio management for individuals and small businesses. Financial management fee schedules vary depending on which service is offered. Fees charged by William Mack & Associates Inc may include asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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William Mack & Associates Inc Brokerage Details
$649,371,000
14
846
$767,578
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Frank Arvai Work History
Frank has been registered as a financial advisor for 4 years.*
William Mack & Associates, Inc
Semi-Retired
Mutual Fund Management Co
Arvai & Associates
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Frank Arvai to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
