ADVOCATE INVESTING SERVICES

15949 Frederick Road
Woodbine, Maryland 21797
Tel: 240-403-0039

About ADVOCATE INVESTING SERVICES

ADVOCATE INVESTING SERVICES, formally registered with the SEC as ADVOCATE INVESTING SERVICES. The firm was established in 05/19/2022. They have over 1 offices throughout the country.

ADVOCATE INVESTING SERVICES is a Woodbine, Maryland based Financial Planning firm with nearly $154,494,351 assets under management, offering retirement planning & investment advisory services to 339 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	273035
SEC#	801-125692
Assets Managed by Firm	$154,494,351
No. of Clients	339
No. of Advisors	4

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Other (ADVISORY CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	339	$154,494,351
Individuals (other than high net worth individuals)	173	$50,054,126
High net worth individuals	38	$98,906,055
Pension and profit sharing plans	Fewer than 5 clients	$5,046,226
Charitable organizations	Fewer than 5 clients	$487,944

More Retirement Planning firms in Woodbine, Maryland:

Firm Name	Assets Under Management	Total Clients	Total Advisors
T. ROWE PRICE ASSOCIATES, INC. 100 East Pratt Street Baltimore, MD, 21202	$1,752,267,028,988	4696	3814
T.ROWE PRICE INVESTMENT MANAGEMENT, INC. 100 East Pratt Street Baltimore, MD, 21202	$193,065,874,997	68	114
BROWN ADVISORY 901 South Bond Street, Suite 400 Baltimore, MD, 21231-3340	$108,331,371,643	23317	657
PROSHARE ADVISORS LLC 7272 Wisconsin Avenue, 21st Floor Bethesda, MD, 20814	$65,095,381,946	126	101
PNC CAPITAL ADVISORS LLC One East Pratt Street, Fifth Floor - East Baltimore, MD, 21202	$37,701,864,167	516	254

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