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| Keyboard |
| Advanced Capital Group Inc
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|---|---|
| CRD # | 109673 |
| SEC # | 801-65944 |
| CIK # | |
| AUM | 29.99 B (2026-03-20) |
| Employees | 22 (50% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| 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 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Sanctuary Advisors LLC
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|
FL | 34.88 B |
|
Allworth Financial LP
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CA | 33.55 B |
|
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NY | 32.04 B |
|
Goldman Sachs Wealth Services LP
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NY | 31.69 B |
|
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|
Addenda Capital Inc
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29.02 B | |
|
The Baldwin Group Wealth Advisors LLC
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FL | 27.28 B |
|
Wellth Advisory Services LLC
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|
26.68 B | |
|
LPL Enterprise LLC
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|
SC | 24.94 B |
|
United Capital Financial Advisors LLC
✚
|
TX | 24.65 B |