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Kathy Jo Harkleroad

ADVANCE CAPITAL MANAGEMENT INC·SOUTHFIELD, Michigan
Unclaimed Profile
ONE TOWNE SQUARE, SOUTHFIELD, MI 48076CRD# 2128508Firm CRD# 110767
01

About

Kathy Jo Harkleroad is a registered financial advisor based in SOUTHFIELD, Michigan, affiliated with ADVANCE CAPITAL MANAGEMENT INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
ADVANCE CAPITAL MANAGEMENT INC
ADVANCE CAPITAL MANAGEMENT INC
AUM
$4.0B
Regulatory assets under management
Employees
55
Total firm employees
View all advisors at ADVANCE CAPITAL MANAGEMENT INC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2128508
Firm CRD# 110767
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kathy Jo Harkleroad offer?
Kathy Jo Harkleroad specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SOUTHFIELD, Michigan for a consultation.
What are Kathy Jo Harkleroad's credentials?
Kathy Jo Harkleroad is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kathy Jo Harkleroad located?
Kathy Jo Harkleroad 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 Kathy Jo Harkleroad charge for services?
Kathy Jo Harkleroad'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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Nearby cities in Michigan
GRAND RAPIDS (173)BLOOMFIELD HILLS (163)ANN ARBOR (109)BIRMINGHAM (97)TROY (97)
City Guides
GRAND RAPIDS GuideBLOOMFIELD HILLS GuideANN ARBOR GuideBIRMINGHAM GuideTROY Guide
Research
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