Ian
Smith

Advance Capital Management Inc

CRD#6130434
Investment Advisor
in Dallas, TX

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About this Advisor

Ian Smith is a financial advisor working out of Dallas, Texas, who has 3 years of industry experience. Smith is currently employed by Advance Capital Management Inc. Smith has gained experience at Westwood Management Corp, Foreside Fund Services, LLC, Advance Capital Management, Inc, Highland Capital Funds Distributor, Inc and Fidelity Investments. Smith has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Texas. Advance Capital Management Inc is an advisory company headquartered in Southfield, MI. The company has offices in four locations and a total of 54 advisors. It has $4 billion in total assets among its 13,699 customer accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm advises 15 charities and foundations. Of its 13,699 accounts, just 14% are associated with high-net-worth clients who have more than $1 million in assets. The business provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees charged by financial advisors are based on which services the firm provides the client. However, fees charged by Advance Capital Management Inc can consist of any blend of asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

3 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

Regus - Downtown Republic Center 325 N. Saint Paul Street, Suite 3131
Dallas, TX 75201

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Advance Capital Management Inc Brokerage Details

Total Assets Under Management

$3,569,927,529

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

54

TX Average: 21
Total Number of Accounts

13,699

TX Average: 1,586
Average Account Size

$260,598

TX 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

Ian Smith Work History

Ian has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Advance Capital Management, Inc

2016 - 2020 (4 years)

Westwood Management Corp

2016 - 2020 (4 years)

Foreside Fund Services, LLC

2014 - 2016 (2 years)

Highland Capital Funds Distributor, Inc

2012 - 2014 (2 years)

Fidelity Investments

*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 Ian Smith 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

Patrick Cummins
Grand Rapids, MI
Samantha Williams
Southfield, MI
Ian Smith
Dallas, TX
Derek Van Solkema
Southfield, MI
Mark Wayton
Southfield, MI
Chad Theisen
Southfield, MI
Vincent Vitale
Southfield, MI
Kurt Mears
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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