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ADVANCED CAPITAL GROUP

50 South Sixth Street
Suite 975
Minneapolis, Minnesota 55402
Tel: 612-230-3000

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About ADVANCED CAPITAL GROUP

ADVANCED CAPITAL GROUP, formally registered with the SEC as ADVANCED CAPITAL GROUP. The firm was established in 01/31/2006. They have over 1 offices throughout the country.

ADVANCED CAPITAL GROUP is a Minneapolis, Minnesota based Financial Planning firm with nearly $25,902,315,714 assets under management, offering retirement planning & investment advisory services to 341 clients. The firm is staffed with 27 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#109673
SEC#801-65944
Assets Managed by Firm$25,902,315,714
No. of Clients341
No. of Advisors27

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
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total341$25,902,315,714
Individuals (other than high net worth individuals)79$27,761,849
High net worth individuals48$1,695,156,514
Pension and profit sharing plans148$22,194,399,535
Charitable organizations5$105,864,448
Corporations or other businesses28$432,025,086

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