Vincent
Vitale

Advance Capital Management Inc

CRD#5000636
Investment Advisor
in Southfield, MI

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About this Advisor

Vincent Vitale is a chartered financial analyst working out of Southfield, Michigan with 10 years of relevant experience. Vitale is currently employed by Advance Capital Management Inc. They have spent their whole time as a financial advisor at Advance Capital Management Inc. Vitale has a Series 63 license, which qualifies them as a securities agent, and is registered to serve investors in Michigan. Advance Capital Management Inc is an advisory company based out of Southfield, MI. It has offices in four locations and a total of 54 advisors. It oversees $4 billion in assets under management among its 13,699 customer accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm advises 15 charities and foundations. Of its 13,699 client accounts, just 14% belong to high-net-worth clients who have at least $1 million in assets available to invest. Advance Capital Management Inc has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. A financial advisor's fee schedules usually are based on the type of financial services. Fees billed by Advance Capital Management Inc most likely are comprised of asset-based and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Years Registered*

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

One Towne Square Suite 444
Southfield, MI 48076

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Advance Capital Management Inc Brokerage Details

Total Assets Under Management

$3,569,927,529

MI Average: $943,424,332
Total Number of Employees

54

MI Average: 21
Total Number of Accounts

13,699

MI Average: 1,586
Average Account Size

$260,598

MI Average: $594,845

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Vincent Vitale Work History

Vincent has been registered as a financial advisor for 10 years.*

2011 - Present (13 years)

Advance Capital

*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 Vincent Vitale 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

Ian Smith
Dallas, TX
Patrick Cummins
Grand Rapids, MI
Derek Van Solkema
Southfield, MI
Samantha Williams
Southfield, MI
Mark Wayton
Southfield, MI
Chad Theisen
Southfield, MI
Vincent Vitale
Southfield, MI
Lara Mazek
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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