|
⚲
|
| Advanced Capital Group Inc
✚
|
|
|---|---|
| CRD # | 109673 |
| SEC # | 801-65944 |
| CIK # | |
| AUM | $30.0 B (2026-03-20) |
| Employees | 22 (50% Investors, 0% Brokers) |
| Phone | 612-230-3000 |
| Address | 50 South Sixth Street Minneapolis, MN 55402 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 87 | 0.0 |
| (b) Individuals (high net worth individuals) | 51 | 2.0 |
| (c) Banking or thrift institutions | 1 | 0.1 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 166 | 25.9 |
| (h) Charitable organizations | 3 | 0.1 |
| (i) State or municipal government entities | 31 | 1.2 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 3 | 0.3 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 24 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 366 | 30.0 |
| By Discretionary | ||
| Discretionary | 157 | 1.7 |
| Non-Discretionary | 209 | 28.3 |
| Total | 366 | 30.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 30.0 | |
| Total | 366 | 30.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Sanctuary Advisors LLC
✚
|
FL | 34.9 |
|
Allworth Financial LP
✚
|
CA | 33.6 |
|
Eagle Strategies LLC
✚
|
NY | 32.0 |
|
Goldman Sachs Wealth Services LP
✚
|
NY | 31.7 |
|
&Partners
✚
|
TN | 30.3 |
|
Addenda Capital Inc
✚
|
29.0 | |
|
The Baldwin Group Wealth Advisors LLC
✚
|
FL | 27.3 |
|
Wellth Advisory Services LLC
✚
|
26.7 | |
|
LPL Enterprise LLC
✚
|
SC | 24.9 |
|
United Capital Financial Advisors LLC
✚
|
TX | 24.6 |