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Home > Retirement Planners > utah > logan > STRATEGIC ADVOCATES, LLC
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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