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Advance Capital Management

Company profile

Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
382685269
SEC advisor number
801-28092
FINRA CRD number
110767
AUM ?
$3.45B (as of 2 Nov 21)
Accounts
11,278 (as of 2 Nov 21)
Employees
50 (26 investment advisory or research)

Investment data

Data from SEC filings
Top 50 of 85 long holdings
End of quarter 31 Dec 21
Value
 
#Shares
 
$324.91M 6.11M
$53.44M 957.22K
$22.09M 381.9K
$10.08M 202.69K
$8.52M 32.22K
First TR Exch Traded FD III
$5.01M 87.91K
$4.85M 128.35K
$4.5M 108.57K
$3.61M 20.35K
$3.19M 129.55K
$3.12M 9.72K
$2.92M 28.45K
$2.17M 10.12K
$1.75M 524
$1.7M 19.47K
$1.62M 4.82K
$1.4M 6.22K
$1.31M 25.24K
$1.31M 7.15K
$1.3M 22.23K
$1.17M 13.59K
$1.04M 2.62K
$952K 18.32K
$837K 3.12K
$834K 2.8K
$773K 4.45K
$769K 728
$745K 6.65K
$688K 33.11K
$678K 9.54K
$665K 7.12K
$664K 5.55K
$649K 4.19K
Vanguard Tax-managed Intl FD
$639K 12.52K
$622K 10.53K
$621K 2.57K
$613K 2.41K
$612K 7.23K
$583K 8.04K
$579K 200
$563K 3.83K
$549K 1.15K
Aberdeen STD Precious Metals
$512K 5.72K
$497K 13.63K
$496K 1.04K
$492K 170
Vanguard Intl Equity Index F
$478K 4.45K
$459K 2.8K
$448K 10.68K
$439K 8.72K
Holdings list only includes long positions. Only includes long positions.

Calendar

17 Jan 22
31 Dec 22

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings