MACCO FINANCIAL GROUP, INC.
MACCO FINANCIAL GROUP, INC. of GREEN BAY, WI is an SEC-registered investment adviser (CRD 337398). Regulatory assets under management: $277.8M.
Registration
- CRD: 337398
- SEC file number: 801-133933
- Type: Registered investment adviser
- Location: 1138 MAIN STREET, GREEN BAY, WI, 54301
- Phone: (920) 617-6830
- Latest filing: 2026-02-25
- Regulatory AUM: $277.8M
- Discretionary AUM: $269.3M
- Non-discretionary AUM: $8.5M
- Clients: 8
- Accounts: 1,467
Business model
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Charities.
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| Michael John Macco | PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| Patrick Nathan Stoa | VICE PRESIDENT | — |
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