JD
Joseph Di Marco
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Work Experience
N/A
Feb 2017 - Present · 7 years and 10 months
N/A
Aug 2008 - Aug 2017 · 9 years
N/A
Oct 2014 - Feb 2017 · 2 years and 4 months
Company Details
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/
Year Founded
1986
Social Media
LinkedinFacebookTwitter
Industry
Financial Services, Financial Industry Supplies
HQ Location
One Towne Square Suite 444 Southfield, MI 48076, US
Keywords
Retirement PlanningInvestment ManagementFinancial Planning
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