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Macken Advisors Inc (Roseville)


Macken Advisors Inc is a large advisory firm based in Roseville. It manages $98.39 million of regulatory assets for 696 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arkansas, California, Connecticut, and 23 other states.

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Macken Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Macken Advisors: assets under management

The assets under management (AUM) of Macken Advisors Inc is $98.39 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $97.9 million in discretionary accounts and $487.69 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $141.28 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $162.56 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Macken Advisors Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Philip Andrew Macken President 1 Oct 1994 25% - 50% 1624835

Based in Roseville

The principal office where Macken Advisors Inc performs its advisory services is located at 1512 Eureka Road, Roseville, CA 95661, 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 916-773-3545 or by fax 916-773-7162. The normal business hours are 8-5 on Monday - Friday. You can find more information about the New York firm at www.usadvisor.com.


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