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Robert Joseph Cappelli

ADVANCE CAPITAL MANAGEMENT INC·SOUTHFIELD, Michigan
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ONE TOWNE SQUARE, SOUTHFIELD, MI 48076CRD# 1633880Firm CRD# 110767
01

About

Robert Joseph Cappelli 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# 1633880
Firm CRD# 110767
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Robert Joseph Cappelli offer?
Robert Joseph Cappelli specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SOUTHFIELD, Michigan for a consultation.
What are Robert Joseph Cappelli's credentials?
Robert Joseph Cappelli is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Joseph Cappelli located?
Robert Joseph Cappelli 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 Robert Joseph Cappelli charge for services?
Robert Joseph Cappelli'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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Karen Gail Modell — NEW CENTURY INVESTMENT MANAGEMENT, INCORPORATEDDebra Ann Dombeck — HANTZ FINANCIAL SERVICES, INC.Bruce Burrowes Wyman — THE FISHER GROUP, LLCLauren Christine Hantz — HANTZ FINANCIAL SERVICES, INC.Marilyn Millard Gunther — CENTER FOR FINANCIAL PLANNING INC
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
Advisor Fees in MichiganNational Fee Analysis
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