|
⚲
|
| Advanced Capital Group Inc
✚
| |
|---|---|
| CRD # | 109673 |
| SEC # | 801-65944 |
| CIK # | |
| AUM | $25.9 BB (2024-03-26) |
| Employees | 27 (48% Investors, 0% Brokers) |
| Phone | 612-230-3000 |
| Address | 50 South Sixth Street Minneapolis, MN 55402 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 79 | 0.0 |
| (b) Individuals (high net worth individuals) | 48 | 1.7 |
| (c) Banking or thrift institutions | 1 | 0.1 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 148 | 22.2 |
| (h) Charitable organizations | 5 | 0.1 |
| (i) State or municipal government entities | 30 | 1.1 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 2 | 0.2 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 28 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 341 | 25.9 |
| By Discretionary | ||
| Discretionary | 119 | 1.3 |
| Non-Discretionary | 222 | 24.6 |
| Total | 341 | 25.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 25.9 | |
| Total | 341 | 25.9 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Ruffer LLP
✚
|
27.1 | |
|
Prudent Man Advisors LLC
✚
|
IL | 27.0 |
|
CWM LLC
✚
|
NE | 26.8 |
|
Wasatch Advisors LP
✚
|
UT | 26.7 |
|
Invesco Hong Kong Limited
✚
|
26.0 | |
|
Clark Capital Management Group Inc
✚
|
PA | 25.9 |
|
Valic Financial Advisors Inc
✚
|
TX | 25.2 |
|
Ameritas Investment Partners Inc
✚
|
NE | 24.9 |
|
Sustainable Growth Advisers LP
✚
|
CT | 23.9 |
|
PNC Investments LLC
✚
|
PA | 23.9 |