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ADVANCE CAPITAL MANAGEMENT INC
One Towne Square
Suite 444
Southfield, Michigan 48076
Tel: 248-350-8543
About ADVANCE CAPITAL MANAGEMENT INC
ADVANCE CAPITAL MANAGEMENT INC, formally registered with the SEC as ADVANCE CAPITAL MANAGEMENT INC. The firm was established in 10/09/1986. They have over 8 offices throughout the country.
ADVANCE CAPITAL MANAGEMENT INC is a Southfield, Michigan based Financial Planning firm with nearly $4,023,482,795 assets under management, offering retirement planning & investment advisory services to 14038 clients. The firm is staffed with 55 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 110767 |
| SEC# | 801-28092 |
| Assets Managed by Firm | $4,023,482,795 |
| No. of Clients | 14038 |
| No. of Advisors | 55 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 14038 | $4,023,482,795 |
| Individuals (other than high net worth individuals) | 6007 | $2,032,980,960 |
| High net worth individuals | 938 | $1,876,189,551 |
| Pension and profit sharing plans | 45 | $90,968,781 |
| Charitable organizations | 14 | $18,948,990 |
| Corporations or other businesses | 11 | $4,394,513 |
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