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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