Advance Capital Management


Trust Score 97%
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Last updated: August 16th, 2019. Data source: SEC filings.

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Advance Capital Management, federally registered in 1986, is a Registered Investment Advisor (RIA) in 29 state(s) with a licensed staff of 26 advisors. Advance Capital Management manages $2.5 billion and provides investment advisory services for 5,575 clients (1:215 advisor/client ratio). This firm does not have a disciplinary history.

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Firm Information


Feature Value
Minimum Investment $0
Average Client Balance $450,613
Hybrid Advisor No
Disciplinary History No
Total AUM $2.5 billion
Advisor / Client Ratio 1:215
Headquarters Southfield, MI
SEC Filings Forms and Brochures    (CRD # 110767)
State(s) Registered AL, AZ, CA, FL, GA, IL, IN, KY, LA, MD, MI, MN, MS, MO, NE, NV, NH, NJ, NY, NC, OH, OR, PA, SC, TN, TX, VA, WA, WI


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