50 South Sixth Street
Suite 975
Minneapolis, Minnesota 55402
Tel: 612-230-3000
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.
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 |
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 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$479,793,782,427 | 2284921 | 13903 | |
$176,091,949,959 | 88 | 77 | |
$137,829,756,000 | 3 | 200 | |
$121,600,874,152 | 69 | 4167 | |
$85,511,782,543 | 279 | 102 |
Explore More Retirement Advisors in Minneapolis, Minnesota