Richard
Keil

William Mack & Associates Inc

CRD#6806528
Investment Advisor
in Southfield, MI

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About this Advisor

Richard Keil is a financial advisor based in Southfield, Michigan, working with William Mack & Associates Inc. Richard has previously held positions at Keil & Associates, P.C, Mutual Fund Management Company, and William Mack & Associates, Inc. Richard is registered to provide services in Michigan. Currently, Richard is part of William Mack & Associates Inc, which operates out of Southfield, Michigan. The firm has 25 offices and 14 employees. The firm manages assets totaling $754.8 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at William Mack & Associates Inc includes asset-based and hourly fees.

Certifications and Registrations

Personal Financial Specialist

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

30555 Southfield Rd #200
Southfield, MI 48076

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William Mack & Associates Inc Brokerage Details

Total Assets Under Management

$754,782,297

MI Average: $943,424,332
Total Number of Employees

14

MI Average: 21
Total Number of Accounts

852

MI Average: 1,586
Average Account Size

$885,895

MI Average: $594,845

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Richard Keil Work History

2019 - Present (5 years)

William Mack & Associates, Inc

1988 - Present (36 years)

Keil & Associates, P.C

2017 - 2018 (1 year)

Mutual Fund Management Company

Disclosures

Please visit the SEC profile of Richard Keil to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at William Mack & Associates Inc

Jennie Spurlock
Troy, MI
James Duronio
Longwood, FL
Charles Dickinson
Harbor Springs, MI
Kenneth Klegon
Greenville, SC
Linda Smith
Troy, MI
John Cunningham
Troy, MI
William Mack
Troy, MI

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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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.

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