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Kathy Harkleroad Email
Chief Operations Officer . Advance Capital Management
Southfield, MI
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Current Roles
Employees:
70Revenue:
$13.2MAbout
Advance Capital Management is a fee-only financial planning and investment management firm with a mission to help people live their ideal lives. As a Registered Investment Advisor, we are a fiduciary and our clients' best interests always come first. Currently, we have $2.6 billion in assets under management and approximately 5,000 investment advisory clients. Our offices are located in Michigan, Ohio and Illinois, but we serve clients across the country. • Top 300 Financial Adviser (Financial Times) • Top Fee-Only RIA (Investment News) • One of the largest money managers in Metro Detroit (Crain's Detroit Business) • Top Area Wealth Management Firm (Grand Rapids Business Journal) • One of the largest RIAs in Metro Cleveland (Crain's Cleveland Business) www.acadviser.com/disclosure/Advance Capital Management Address
One Towne SquareSouthfield, MI
United States