Advance Capital Management Revenue
Financial Services • 
Southfield, Michigan, United States • 51-100 Employees
Advance Capital Management revenue & valuation
| Annual revenue | $37,500,000 |
| Revenue per employee | $605,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $120,000,000 |
| Total funding | No funding |
Key Contacts at Advance Capital Management
Greg Mackenzie
Director Of Fixed Income & Multi-Asset Strategy Research
Joseph Theisen
Chief Executive Officer
Carol Brewer
Director Of Client Services
Carol Brewer
Director Client Services
Company overview
| Headquarters | One Towne Square, Suite 444, Southfield, MI 48076, US |
| Phone number | +18003454783 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Retirement Planning, Financial Planning, Investment Management |
| Founded | 1986 |
| Employees | 51-100 |
| Socials |
Advance Capital Management Email Formats
Advance Capital Management uses 5 email formats. The most common is {first initial}{last name} (e.g., jdoe@acadviser.com), used 66.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@acadviser.com | 66.7% |
{first name}{last name} | johndoe@acadviser.com | 19% |
{first initial}{second initial}{last name} | jodoe@acadviser.com | 7.1% |
{last name}{last name} | doedoe@acadviser.com | 4.8% |
{second initial}{last name} | odoe@acadviser.com | 2.4% |
About Advance Capital Management
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/
Employees by Management Level
Total employees: 51-100
Seniority
Employees
Employees by Department
Advance Capital Management has 43 employees across 9 departments.
Departments
Number of employees
Funding Data
Advance Capital Management has never raised funding before.
Advance Capital Management Tech Stack
Discover the technologies and tools that power Advance Capital Management's digital infrastructure, from frameworks to analytics platforms.
Security
CMS
JavaScript libraries
Analytics
Reverse proxies
CDN
JavaScript libraries
Analytics
Miscellaneous
Security
JavaScript libraries
Analytics
United Arab Emirates
Italy
Netherlands
CanadaFrequently asked questions
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