MACKEY KOMARA & DANKOVICH, LLC

HTTP://WWW.MKDWEALTHCOACH.COM TROY, MI Investment Advisor How do I update this listing?

Mackey Komara & Dankovich is based out of Troy. Mackey Komara & Dankovich is a large advisory firm with 214 clients and discretionary assets under management (AUM) of $223,459,885 (Form ADV from 2019-10-01). Their last reported 13F filing for Q1 2020 included $74,526,000 in managed 13F securities and a top 10 holdings concentration of 63.1%. Mackey Komara & Dankovich's largest holding is iShares 20+ Year Treasury Bond ETF with shares held of 51,791. Whalewisdom has at least 6 13F filings

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03/31/2020

13F Sector Allocation Over Time

03/31/2020

13F Activity

  • Market Value $74.526 Million
  • Prior Market Value $117.504 Million
  • New Purchases5 stocks
  • Additional Purchases11 stocks
  • Sold out of21 stocks
  • Reduced holdings in18 stocks
  • Top 10 Holdings % 63.10 %
  • Turnover % [1]:72.22%
  • Turnover Alt % [2]: 66.69 %
  • Time Held Top20:2.50 quarters
  • Time Held Top10:1.90 quarters
  • Time Held All:3.94 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15

Performance for Q1 2020: -7.91%
Performance Last 4 Quarters: 0.24%
Performance Metrics
Stats are not available for the latest quarter

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

MKD WEALTH COACHES, LLC
1301 W. LONG LAKE ROAD SUITE 210
TROY MI    48098
Country: United States

Business Phone: 248-418-5100
Fax: 248-418-5105
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: MI
Number of employees: 9
Other Business Activities: insurance broker or agent
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities: 98,903,900
Total Number of Clients: 214
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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MACKEY KOMARA & DANKOVICH LLC

ownership team - last updated 2020-03-30
Name Title Start Date Direct/Indirect % Ownership

MACKEY KOMARA & DANKOVICH LLC

ownership team - last updated 2019-03-25
Name Title Start Date Direct/Indirect % Ownership
MACKEY, JOSEPH, EDGAR MEMBER 12/01/2006 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
MACKEY KOMARA LLC MEMBER direct 2006-12-01
MACKEY KOMARA & DANKOVICH LLC MEMBER, CHIEF COMPLIANCE OFFICER direct 2012-07-01
DANKOVICH, JOHN, MICHAEL MEMBER 10/01/2012 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
EMERSON DANKOVICH ADVISORS, INC. OWNER / VICE PRESIDENT direct 2004-04-01
MACKEY KOMARA & DANKOVICH LLC MEMBER, CHIEF COMPLIANCE OFFICER direct 2007-08-01
MACKEY KOMARA LLC MANAGING MEMBER; CHIEF COMPLIANCE OFFICER direct 2007-08-01
MACKEY KOMARA & DANKOVICH LLC MEMBER direct 2007-08-01
MACKEY KOMARA LLC MEMBER; CHIEF COMPLIANCE OFFICER direct 2007-08-01
MACKEY KOMARA & DANKOVICH LLC MEMBER direct 2012-10-01
MACKEY KOMARA & DANKOVICH LLC MEMBER, CHIEF COMPLIANCE OFFICER direct 2012-10-01
BOHANNON, NATHAN, MARK MEMBER, CHIEF OPERATIONS OFFICER 01/01/2016 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
MACKEY KOMARA & DANKOVICH LLC CHIEF OPERATIONS OFFICER direct 2013-10-01
MACKEY KOMARA & DANKOVICH LLC MEMBER, CHIEF OPERATIONS OFFICER direct 2016-01-01
MROCK, TIMOTHY, DENNIS DIRECTOR OF OPERATIONS/CHIEF COMPLIANCE OFFICER 01/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
THE CITRIN GROUP, LLC CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER direct 2008-09-01
THE CITRIN GROUP, LLC MEMBER - CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER direct 2008-09-01

MACKEY KOMARA & DANKOVICH LLC

ownership team - last updated 2018-10-09
Name Title Start Date Direct/Indirect % Ownership
MACKEY, JOSEPH, EDGAR MEMBER 12/01/2006 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
MACKEY KOMARA LLC MEMBER direct 2006-12-01
MACKEY KOMARA & DANKOVICH LLC MEMBER, CHIEF COMPLIANCE OFFICER direct 2012-07-01
DANKOVICH, JOHN, MICHAEL MEMBER 10/01/2012 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
EMERSON DANKOVICH ADVISORS, INC. OWNER / VICE PRESIDENT direct 2004-04-01
MACKEY KOMARA & DANKOVICH LLC MEMBER, CHIEF COMPLIANCE OFFICER direct 2007-08-01
MACKEY KOMARA LLC MANAGING MEMBER; CHIEF COMPLIANCE OFFICER direct 2007-08-01
MACKEY KOMARA & DANKOVICH LLC MEMBER direct 2007-08-01
MACKEY KOMARA LLC MEMBER; CHIEF COMPLIANCE OFFICER direct 2007-08-01
MACKEY KOMARA & DANKOVICH LLC MEMBER direct 2012-10-01
MACKEY KOMARA & DANKOVICH LLC MEMBER, CHIEF COMPLIANCE OFFICER direct 2012-10-01
BOHANNON, NATHAN, MARK MEMBER, CHIEF OPERATIONS OFFICER 01/01/2016 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
MACKEY KOMARA & DANKOVICH LLC CHIEF OPERATIONS OFFICER direct 2013-10-01
MACKEY KOMARA & DANKOVICH LLC MEMBER, CHIEF OPERATIONS OFFICER direct 2016-01-01
WILLIAMS, LORI, TOLLEFSON CHIEF COMPLIANCE OFFICER 09/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
MACKEY KOMARA & DANKOVICH LLC CHIEF COMPLIANCE OFFICER direct 2016-09-01

MACKEY KOMARA & DANKOVICH LLC

ownership team - last updated 2018-06-05
Name Title Start Date Direct/Indirect % Ownership
MACKEY, JOSEPH, EDGAR MEMBER 12/01/2006 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
MACKEY KOMARA LLC MEMBER direct 2006-12-01
MACKEY KOMARA & DANKOVICH LLC MEMBER, CHIEF COMPLIANCE OFFICER direct 2012-07-01
DANKOVICH, JOHN, MICHAEL MEMBER 10/01/2012 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
EMERSON DANKOVICH ADVISORS, INC. OWNER / VICE PRESIDENT direct 2004-04-01
MACKEY KOMARA & DANKOVICH LLC MEMBER, CHIEF COMPLIANCE OFFICER direct 2007-08-01
MACKEY KOMARA LLC MANAGING MEMBER; CHIEF COMPLIANCE OFFICER direct 2007-08-01
MACKEY KOMARA & DANKOVICH LLC MEMBER direct 2007-08-01
MACKEY KOMARA LLC MEMBER; CHIEF COMPLIANCE OFFICER direct 2007-08-01
MACKEY KOMARA & DANKOVICH LLC MEMBER direct 2012-10-01
MACKEY KOMARA & DANKOVICH LLC MEMBER, CHIEF COMPLIANCE OFFICER direct 2012-10-01
BOHANNON, NATHAN, MARK MEMBER, CHIEF OPERATIONS OFFICER 01/01/2016 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
MACKEY KOMARA & DANKOVICH LLC CHIEF OPERATIONS OFFICER direct 2013-10-01
MACKEY KOMARA & DANKOVICH LLC MEMBER, CHIEF OPERATIONS OFFICER direct 2016-01-01
WILLIAMS, LORI, TOLLEFSON CHIEF COMPLIANCE OFFICER 09/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
MACKEY KOMARA & DANKOVICH LLC CHIEF COMPLIANCE OFFICER direct 2016-09-01

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