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Building 2ADVANCED CAPITAL GROUP

Map pinMINNEAPOLIS, MN
Phone612-230-3000
NotebookSEC #801-65944
Total AUM
$30B
Employees
22
Clients
366

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
50 SOUTH SIXTH STREET
SUITE 975
MINNEAPOLIS
MN 55402
United States
Operating Hours
8AM - 5PM
Monday - Friday
Phone
612-230-3000
Other Offices
1

ReceiptFinancials

Total AUM
$30B
Accounts
366
Discretionary
$1.7B
Accounts
157
Non-Discretionary
$28.3B
Accounts
209

ContactClients

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Individual Clients
87
AUM
$40.4M
HNW Individual Clients
51
AUM
$2B
Banking Clients
1
AUM
$89.4M
Pension/Profit Sharing Plan Clients
166
AUM
$25.9B
Charitable Organization Clients
3
AUM
$70.6M
Government Entity Clients
31
AUM
$1.2B
Insurance Company Clients
3
AUM
$294.8M
Corporation or Business Clients
24
AUM
$423.8M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLIAILKSKYLAMIMNMONDNENYPASDTXVAWI

HandshakeAffiliates

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Affiliates
Reported 8 business affiliates.
Claimed Affiliates
Reported as an affiliate by 5 other businesses.

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