Advance Capital Management, Inc. jobs and careers
Southfield, MI, United States
About Advance Capital Management, Inc.
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/
- Founded
- 1986
- Employees
- 125
- Headquarters
- Southfield
Leadership
The top of Advance Capital Management, Inc.'s org chart, with how many people report into each leader.
Joseph Theisen
Chief Executive Officer
14 reports
Jeffrey N. Lido Cfp®
Sr. Vice President-financial Adviser
4 reports
Julie Katynski
Vp-finance
4 reports
Jennifer Hall
Chief Revenue Officer (cro)
Bill Hickerson
Sr Vice President - Financial Adviser
Michael Hohf
Sr. Vice President | Financial Adviser | Employee Owner
Ryan Sheffer
Financial Adviser - Senior Vice President
Jobs at Advance Capital Management, Inc.
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