Advance Capital Management Inc
Legal Name: ADVANCE CAPITAL MANAGEMENT INC
Full Contact Details
Advance Capital Management Inc
ONE TOWNE SQUARE, SUITE 444, SOUTHFIELD, MI
248-350-8543
248-350-0115
Other Info
Advance Capital Management Inc, a Michigan corporation, is an SEC-approved financial firm with 49 employees, among which 26 are advisory staff. Their registration dates back to October 1986. Though their client count is unknown, they continue to provide financial solutions to investors.
Advance Capital Management Institutional - Advance Capital Management - Institutional
Advance Capital is an independent investment firm delivering specialized investment management to meet the financial needs of individuals and institutions.
Home - Advance Capital Management
We’ve helped thousands of people realize their hopes and dreams by providing personalized financial and retirement planning strategies along with robust investment services.
Advance Capital Management 401K
About UsContactHowWhyLet’s Talk Your Chief Retirement Officer (CRO)Knowing your “why” for offering a plan is critical to its successLearn WhyFind out how our process can put you and your employees on the path to financial wellnessLearn HowKnowing your “why” for offering a plan is critical …
Direct Owners
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ADVANCE CAPITAL GROUP, INC.
HOLDING CO. OWNER owns 75% or more
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CHRISTOPHER MICHAEL KOSTIZ
PRESIDENT owns less than 5%
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JOHN CALVIN SHOEMAKER
DIRECTOR owns less than 5%
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JOSEPH ROBERT THEISEN
VICE PRESIDENT owns less than 5%
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JULIE ANN KATYNSKI
CHIEF FINANCIAL OFFICER owns less than 5%
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KATHY JO HARKLEROAD
CHIEF COMPLIANCE OFFICER owns less than 5%
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RAYMOND AUGUST RATHKA
DIRECTOR owns less than 5%
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ROBERT JOSEPH CAPPELLI
DIRECTOR owns less than 5%
Indirect Owners
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ADVANCE CAPITAL GROUP INC., EMPLOYEE STOCK OWNERSHIP PLAN
ESOP owns more than 50% but less than 75%