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Building 2ADVANCE CAPITAL MANAGEMENT INC

Map pinSOUTHFIELD, MI
Phone248-350-8543
NotebookSEC #801-28092
Total AUM
$5B
Employees
62
Clients
7,365

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
ONE TOWNE SQUARE
SUITE 444
SOUTHFIELD
MI 48076
United States
Operating Hours
8AM - 5PM
Monday - Friday
Phone
248-350-8543
Other Offices
7

ReceiptFinancials

Total AUM
$5B
Accounts
14,835
Discretionary
$4.9B
Accounts
14,162
Non-Discretionary
$76.2M
Accounts
673

ContactClients

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Individual Clients
5,756
AUM
$1.9B
HNW Individual Clients
1,531
AUM
$3B
Pension/Profit Sharing Plan Clients
47
AUM
$39.9M
Charitable Organization Clients
16
AUM
$24.5M
Corporation or Business Clients
13
AUM
$10.2M
Other Clients
2
AUM
$30.9K
Description of Other Clients
HEALTH SAVINGS BROKERAGE

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
ALARAZCACOCTFLGAIAIDILINKYLAMAMDMIMNMOMSMTNCNENHNJNMNVNYOHORPASCTNTXUTVAWAWIWV

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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