Patrick
Cummins
Advance Capital Management Inc
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About this Advisor
Patrick Cummins is a financial advisor based in Grand Rapids, Michigan, working with Advance Capital Management Inc. Patrick has previously held positions at Advance Capital Management, Inc, Mercantile Bank Of Michigan, Oakland County Equalization, Urban Air, The Palace, Lake Orion High School, and Grand Valley State University. Patrick is registered to provide services in Michigan. Currently, Patrick is part of Advance Capital Management Inc, which operates out of Grand Rapids, Michigan. The firm has 7 offices and 53 employees. The firm manages assets totaling $4.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Advance Capital Management Inc includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Advance Capital Management Inc Brokerage Details
$4,023,482,795
53
14,038
$286,614
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Patrick Cummins Work History
Advance Capital Management, Inc
Advance Capital Management, Inc
Advance Capital Management, Inc
Mercantile Bank Of Michigan
Grand Valley State University
Oakland County Equalization
Grand Valley State University
Urban Air
Grand Valley State University
Grand Valley State University
The Palace
Lake Orion High School
Disclosures
Please visit the SEC profile of Patrick Cummins 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
Dallas, TX
Grand Rapids, MI
Southfield, MI
Southfield, MI
Southfield, MI
Southfield, MI
Southfield, MI
The content in this profile was updated by SmartAsset on 6/19/2024. 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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