|
⚲
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| Advance Capital Management Inc
✚
| |
|---|---|
| CRD # | 110767 |
| SEC # | 801-28092 |
| CIK # | 0001536029 |
| AUM | $4.0 BB (2024-06-21) |
| Employees | 54 (54% Investors, 0% Brokers) |
| Phone | 248-350-8543 |
| Address | One Towne Square Southfield, MI 48076 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| AAPL | 2,382.8 | 0.0 | |
| PGR | 67.5 | 0.0 | |
| MSFT | 1,918.2 | 0.0 | |
| NVDA | 399.6 | 0.0 | |
| BITB | 0.0 | ||
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 6,007 | 2.0 |
| (b) Individuals (high net worth individuals) | 938 | 1.9 |
| (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 | 45 | 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 | 11 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 14,038 | 4.0 |
| By Discretionary | ||
| Discretionary | 13,328 | 3.9 |
| Non-Discretionary | 710 | 0.1 |
| Total | 14,038 | 4.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.0 | |
| Total | 14,038 | 4.0 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001536029] |
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|---|---|---|
|
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✚
|
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|
Finaccess Advisors LLC
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|
Gladstone Institutional Advisory LLC
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FL | 4.0 |
|
Heritage Wealth Advisors LLC
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VA | 4.0 |
|
Avior Wealth Management LLC
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