Overview
Assets Under Management: $25.9 billion
Headquarters: MINNEAPOLIS, MN
High-Net-Worth Clients: 48
Average Client Assets: $35 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 48
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 6.54
Average High-Net-Worth Client Assets: $35 million
Total Client Accounts: 341
Discretionary Accounts: 119
Non-Discretionary Accounts: 222
Regulatory Filings
CRD Number: 109673
Last Filing Date: 2024-12-02 00:00:00
Website: HTTPS://WWW.LINKEDIN.COM/COMPANY/ADVANCED-CAPITAL-GROUP