Daniel
Amiot
Advance Capital Management Inc
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About this Advisor
Daniel Amiot is a financial advisor operating in Southfield, Michigan, who has 5 years of industry experience. Amiot is an employee of Advance Capital Management Inc. The advisor has gained experience at Cornerstone Capital Advisors and Advance Capital Management, Inc. Amiot has a Series 65 license, certifying them as an investment advisor representative, and is approved to advise clients in Ohio. Advance Capital Management Inc is an advisory firm based in Southfield, MI. The firm has offices in four locations and a total of 54 advisors. It manages $4 billion in assets under management between its 13,699 accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm serves 15 charities and foundations. Of its 13,699 customer accounts, just 14% are held by high-net-worth individuals who have at least $1 million in investable assets. The firm performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Financial management fees typically depend on which services the firm provides the client. However, fee types charged by Advance Capital Management Inc likely are comprised of some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Advance Capital Management Inc Brokerage Details
$3,569,927,529
54
13,699
$260,598
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Daniel Amiot Work History
Daniel has been registered as a financial advisor for 5 years.*
Advance Capital Management, Inc
Cornerstone Capital Advisors
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Daniel Amiot to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Advance Capital Management Inc
Southfield, MI
Grand Rapids, MI
Dallas, TX
Southfield, MI
Southfield, MI
Southfield, MI
Southfield, MI
Southfield, MI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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