|
⚲
|
| Advance Capital Management Inc
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|
|
|---|---|
| CRD # | 110767 |
| SEC # | 801-28092 |
| CIK # | 0001536029 |
| AUM | $5.0 B (2026-03-26) |
| Employees | 62 (47% Investors, 0% Brokers) |
| Phone | 248-350-8543 |
| Address | One Towne Square Southfield, MI 48076 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| ETFS Precious Metals Basket Trust | 0.0 | ||
| Apple Inc | 0.0 | ||
| Progressive Corp/Oh/ | 0.0 | ||
| SPDR Gold Trust | 0.0 | ||
| Nvidia Corp | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 5,756 | 1.9 |
| (b) Individuals (high net worth individuals) | 1,531 | 3.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 47 | 0.0 |
| (h) Charitable organizations | 16 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 13 | 0.0 |
| (n) Other | 2 | 0.0 |
| Total | 14,835 | 5.0 |
| By Discretionary | ||
| Discretionary | 14,162 | 4.9 |
| Non-Discretionary | 673 | 0.1 |
| Total | 14,835 | 5.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 5.0 | |
| Total | 14,835 | 5.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001536029] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
First Foundation Advisors
✚
|
CA | 5.1 |
|
Oberweis Asset Management Inc
✚
|
IL | 5.1 |
|
Wellspring Financial Advisors LLC
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|
OH | 5.1 |
|
Daymark Wealth Partners LLC
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|
OH | 5.0 |
|
Coastal Bridge Advisors LLC
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|
CT | 5.0 |
|
Kennedy Capital Management LLC
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|
MO | 5.0 |
|
Slavic Mutual Funds Management Corp
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|
FL | 5.0 |
|
Destination Wealth Management
✚
|
CA | 4.9 |
|
Texas Yale Capital Corp
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|
FL | 4.9 |
|
Private Management Group Inc
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|
CA | 4.9 |