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MACKAY FINANCIAL PLANNING, LLC

Other · SPRINGFIELD, MO

AUM
Portfolio companies
Recorded deals
Last investment

Key facts

  • MACKAY FINANCIAL PLANNING, LLC is a other based in SPRINGFIELD, MO.

Registered with the SEC

Form ADV · 2026-03 · CRD 169583
Regulatory AUM
Private fund assets
Private funds
Staff
2
Registered office
SPRINGFIELD, MO
SEC status
Approved

Reports custody of client assets.

Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as JIM MACKAY FINANCIAL PLANNING, LLC).

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Portfolio

Portfolio — not yet on record

No portfolio companies for MACKAY FINANCIAL PLANNING, LLC are on record yet. Positions surface from round participations, filings, and coverage.

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