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ADVANCED CAPITAL GROUP
50 South Sixth Street
Suite 975
Minneapolis, Minnesota 55402
Tel: 612-230-3000
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 Status | Approved |
|---|---|
| Firm CRD# | 109673 |
| SEC# | 801-65944 |
| Assets Managed by Firm | $25,902,315,714 |
| No. of Clients | 341 |
| No. of Advisors | 27 |
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 Clients | AUM | |
|---|---|---|
| Firm Total | 341 | $25,902,315,714 |
| Individuals (other than high net worth individuals) | 79 | $27,761,849 |
| High net worth individuals | 48 | $1,695,156,514 |
| Pension and profit sharing plans | 148 | $22,194,399,535 |
| Charitable organizations | 5 | $105,864,448 |
| Corporations or other businesses | 28 | $432,025,086 |
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