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| Happy Holidays!! thanks for using AUM13F!! |
| Advance Capital Management Inc
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|---|---|
| CRD # | 110767 |
| SEC # | 801-28092 |
| CIK # | 0001536029 |
| AUM | $4.5 B (2025-06-20) |
| Employees | 55 (55% Investors, 0% Brokers) |
| Phone | 248-350-8543 |
| Address | One Towne Square Southfield, MI 48076 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| ETFS Precious Metals Basket Trust | 0.0 | ||
| Progressive Corp/Oh/ | 0.0 | ||
| Apple Inc | 0.0 | ||
| Bitwise Bitcoin ETF | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Nvidia Corp | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 5,545 | 1.9 |
| (b) Individuals (high net worth individuals) | 1,267 | 2.4 |
| (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 | 41 | 0.1 |
| (h) Charitable organizations | 14 | 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 | 14,365 | 4.5 |
| By Discretionary | ||
| Discretionary | 13,671 | 4.4 |
| Non-Discretionary | 694 | 0.1 |
| Total | 14,365 | 4.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.5 | |
| Total | 14,365 | 4.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001536029] |
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