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Frank Stephen Arvai

Investment adviser representative at William Mack & Associates Inc
34 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourly

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

34 years in the industry.

  1. William Mack & Associates, Inc.Jan 2019 to now
  2. Semi-retiredJan 2019 to May 2019
  3. Mutual Fund Management CoMar 1992 to Dec 2018
  4. Arvai & AssociatesMar 1992 to Jan 2017

Designations

  • CFP® certification

Exams passed

No exams in this record.

State registrations

Registered as an investment adviser representative in 1 state (MI).

William Mack & Associates Inc

$1BAssets managed
965Clients
12Advisers
34 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4363727
Firm CRD
107377
Advisor's SEC record (opens in a new tab)
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