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ADVANCED CAPITAL ADVISORS, LLC
CRD 113628
140 SHERMAN STREET 4TH FLOOR, FAIRFIELD, CT, 06824, United States
Phone
203-255-0504
Fax
203-255-8958
Registration
— (—)
Source
State registered
Total AUM
$173.0M
Discretionary AUM
$173.0M
Team
3 total employees; 2 advisory reps; 201 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 201 | $173.0M |
All web addresses on file
Official SEC filing: View on IAPD