Advance Capital Management, Inc. Company Profile, Contacts & Intelligence

Financial ServicesUnited States62 employeesFounded 1986
3 contacts with email or phone data3 with email data1 with phone data
View verified contacts Compare competitors
Employees
62
Company source estimate
Reachable Contacts
3
Visible contacts with email or phone data
Contacts With Email
3
3 of 3 visible contacts
Departments
7
Mapped contact coverage

Advance Capital Management, Inc. Overview

Advance Capital Management is a fee-only financial planning and investment management firm with a mission to help people live their ideal lives. As a Registered Investment Advisor, we are a fiduciary and our clients' best interests always come first. Currently, we have $3.7 billion in assets under management and approximately 5,000 investment advisory clients. Our offices are located in Michigan, Ohio, Illinois and Texas, but we serve clients across the country. • Top 100 RIA Firms (Barron's) • Top 300 Financial Adviser (Financial Times) • Top Fee-Only RIA (Investment News) • One of the largest money managers in Metro Detroit (Crain's Detroit Business) • Top Area Wealth Management Firm (Grand Rapids Business Journal) • One of the largest RIAs in Metro Cleveland (Crain's Cleveland Business) www.acadviser.com/disclosure/

Headquarters
United States
Website
acadviser.com
Industry
Financial Services
Founded
1986
NAICS
Finance and Insurance, Monetary Authorities-Central Bank
Phone Number
Available in AeroLeads
Company Email
Available in AeroLeads
Retirement Planning Investment Management Financial Planning

Advance Capital Management, Inc. Contact Intelligence

See which contact channels and departments are represented in the visible AeroLeads data.

3 contacts with contact data
3 with email data and 1 with phone data in the visible sample.
7 departments represented
Visible contacts with email or phone data are mapped to these departments.
12 company-domain emails
Visible contacts using Advance Capital Management, Inc.'s company email domain.
Executive
5
General
4
Finance
2
Sales
1
Legal
1
Marketing
1

Advance Capital Management, Inc. People & Org Chart Preview

Sample people records show job titles and whether email or phone data is available without exposing raw contact details.

V
Vincent Vitale, Cfa, Caia
Investment Director @ Advance Capital - Expert in Portfolio Construction, Risk Management
EP
S
Sean Mcdonnell, Cfp®
Financial Adviser at Advance Capital
E
K
Kurt Mears Financial Planner
Chartered Retirement Planning Counselor, Crpc® - Dave Ramsey Smartvestor Pro - Benefits Expert for Federal Employees
E

Advance Capital Management, Inc. Workforce Composition

Seniority breakdown across 19 visible profiles.

Individual contributor
9
Executive
3
Director
3
Manager
2
Senior / Lead
2

Advance Capital Management, Inc. Technology & Talent

Technology-related job titles represented in the visible people data.

Data / AI
1

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