Ian
Smith
Advance Capital Management Inc
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About this Advisor
Ian Smith is a financial advisor based in Dallas, Texas, working with Advance Capital Management Inc. Ian has previously held positions at Highland Capital Funds Distributor, Inc, Westwood Management Corp, Foreside Fund Services, LLC, and Advance Capital Management, Inc. Ian has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Ian is part of Advance Capital Management Inc, which operates out of Dallas, Texas. 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
Ian Smith Work History
Advance Capital Management, Inc
Westwood Management Corp
Foreside Fund Services, LLC
Highland Capital Funds Distributor, Inc
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
Southfield, MI
Grand Rapids, MI
Dallas, TX
Southfield, MI
Southfield, MI
Southfield, MI
Southfield, MI
Southfield, MI
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