STRATEGIC ADVOCATES, LLC

255 S Main St
Ste 140
Logan, Utah 84321
Tel: (435) 755-9400

About STRATEGIC ADVOCATES, LLC

STRATEGIC ADVOCATES, LLC, formally registered with the SEC as STRATEGIC ADVOCATES, LLC. The firm was established in 07/29/2022. They have over 5 offices throughout the country.

STRATEGIC ADVOCATES, LLC is a Logan, Utah based Financial Planning firm with nearly $363,541,297 assets under management, offering retirement planning & investment advisory services to 2445 clients. The firm is staffed with 13 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	316858
SEC#	801-126262
Assets Managed by Firm	$363,541,297
No. of Clients	2445
No. of Advisors	13

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	2445	$363,541,297
Individuals (other than high net worth individuals)	1858	$138,914,114
High net worth individuals	582	$221,331,152
Charitable organizations	1	$1,538,036
Corporations or other businesses	4	$1,757,995

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WASATCH ADVISORS LP 505 Wakara Way, 3rd Floor Salt Lake City, UT, 84108	$26,663,066,907	237	90
TOWNSQUARE CAPITAL, LLC 5314 River Run Drive, Suite 210 Provo, UT, 84604	$8,777,551,735	33539	17
SOLTIS INVESTMENT ADVISORS, LLC 20 North Main, Suite 400 St. George, UT, 84770	$6,821,969,061	3884	72
SEPIO CAPITAL, LP 2795 E Cottonwood Parkway, Suite 600 Salt Lake City, UT, 84121	$6,672,033,386	1963	24

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