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Home > Retirement Planners > minnesota > minnetonka > THE ADVOCATE GROUP, LLC
THE ADVOCATE GROUP, LLC
601 Carlson Parkway
Suite 1100
Minnetonka, Minnesota 55305
Tel: 952-693-2630
About THE ADVOCATE GROUP, LLC
THE ADVOCATE GROUP, LLC, formally registered with the SEC as THE ADVOCATE GROUP, LLC. The firm was established in 02/25/2011. They have over 1 offices throughout the country.
THE ADVOCATE GROUP, LLC is a Minnetonka, Minnesota based Financial Planning firm with nearly $713,330,620 assets under management, offering retirement planning & investment advisory services to 1025 clients. The firm is staffed with 17 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 155270 |
| SEC# | 801-72157 |
| Assets Managed by Firm | $713,330,620 |
| No. of Clients | 1025 |
| No. of Advisors | 17 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1025 | $713,330,620 |
| Individuals (other than high net worth individuals) | 140 | $29,419,356 |
| High net worth individuals | 198 | $659,468,873 |
| Charitable organizations | 47 | $24,442,391 |
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| $479,793,782,427 | 2284921 | 13903 | |
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