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Christopher Michael Kostiz

ADVANCE CAPITAL MANAGEMENT INC·SOUTHFIELD, Michigan
SIE, Series 6, Series 63, Series 65Clean record16 years registeredADVANCE CAPITAL MANAGEMENT INC
ONE TOWNE SQUARE, SOUTHFIELD, MI 48076CRD# 2425265Firm CRD# 110767

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Christopher Michael Kostiz · SOUTHFIELD, MI
Registration
CRD #2425265 · ADVANCE CAPITAL MANAGEMENT INC · 16 years registered
Brand Profile
Not yet started
01

Career History

Jan 2010present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 63
Series 65
Registration record
First registered · January 26, 2010
Years registered · 16
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ADVANCE CAPITAL MANAGEMENT INC
CRD 110767 · SEC 801-28092
AUM
$4.0B
Regulatory assets under management
Employees
55
14,038 client accounts
Services offered by ADVANCE CAPITAL MANAGEMENT INC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Introduction

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05

Frequently Asked Questions

What services does Christopher Michael Kostiz offer?
Christopher Michael Kostiz specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SOUTHFIELD, Michigan for a consultation.
What are Christopher Michael Kostiz's credentials?
Christopher Michael Kostiz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Christopher Michael Kostiz located?
Christopher Michael Kostiz is based in SOUTHFIELD, Michigan, working with ADVANCE CAPITAL MANAGEMENT INC. Their office serves clients in the SOUTHFIELD metropolitan area and surrounding communities.
How does Christopher Michael Kostiz charge for services?
Christopher Michael Kostiz's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ADVANCE CAPITAL MANAGEMENT INC?
ADVANCE CAPITAL MANAGEMENT INC has approximately 55 employees and manages $4.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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