CRD: 113628
Advanced Capital Advisors, LLC
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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-24-2000
- Office Locations
- 1
Office Locations
About Advanced Capital Advisors, LLC
Advanced Capital Advisors, LLC is an independent, fee-only RIA providing discretionary investment management and comprehensive financial planning for individuals, families, trusts, and qualified retirement plans. The firm emphasizes objective advice and long-term, risk-aware portfolio strategy; its SMA allocations show meaningful use of ETFs. Custody is supported via Fidelity/NFS, aligning with a mainstream custodian workflow for distribution partnerships.
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Investment Themes
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Owner & Executives
PANFILO GUGLIELMI JR
Investment Advisor
- CRD
- #1901420
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Derek Guglielmi
--
- CRD
- #8289342
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $173,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $173,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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