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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 $3,569,927,529 assets under management, offering retirement planning & investment advisory services to 13699 clients. The firm is staffed with 54 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 110767 |
| SEC# | 801-28092 |
| Assets Managed by Firm | $3,569,927,529 |
| No. of Clients | 13699 |
| No. of Advisors | 54 |
Fee Structure
- A Percentage of AUM
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 13699 | $3,569,927,529 |
| Individuals (other than high net worth individuals) | 5810 | $1,804,870,815 |
| High net worth individuals | 940 | $1,667,514,091 |
| Pension and profit sharing plans | 41 | $76,012,875 |
| Charitable organizations | 15 | $17,739,270 |
| Corporations or other businesses | 9 | $3,790,478 |
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