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Advanced Capital Group

EST. AUM
$25,900,000,000

CONTACTS
11

CLIENT ACCOUNTS
363

Firm Details

Metro area Minneapolis
CRD Number 109673
Website acgbiz.com
Client types

Overview

Advanced Capital Group is a registered investment advisory (RIA) firm operating as ACG, a strategic partner of Alera Group. The firm provides retirement plan consulting, participant financial wellness services, individual wealth management, benefits and risk consulting, and fixed-income asset management. Its clients include organizations sponsoring retirement plans as well as individuals seeking personalized financial planning and investment advice. ACG's fee-only consultants bring decades of experience navigating market cycles, legislative changes, and regulatory developments. The firm has been recognized as a Top 100 Retirement Plan Adviser by PLANADVISER and ranked among Top DC Advisor Teams by the National Association of Plan Advisors.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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