Advance Capital Management Inc

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Assets, Funds, Holdings

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Advance Capital Management Inc
CRD #110767
SEC #801-28092
CIK #0001536029
AUM 4,980.8 M (2026-03-26)
Employees 62 (47% Investors, 0% Brokers)
Fees
Minimum
Phone248-350-8543
AddressOne Towne Square
Southfield, MI 48076
Source [IAPD] [EDGAR] [Website] [Twitter] [Facebook]
Total AUM ($B)
5.04.03.02.01.00.01999200820172027
Sector Form 13F Holdings Value ($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 ($B)
3.02.41.81.20.60.02020202220242027
AUM Breakdown Accounts AUM ($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]
Firm Profile (Form ADV)
Discretionary AUM$0.9B
ServesInstitutional, Retail
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