The Advocate Group Review

Trust Score 93%
Trust Score info_outline

Last updated: July 16th, 2019. Data source: SEC filings.

The Advocate Group, federally registered in 2011, is a Registered Investment Advisor (RIA) in 4 state(s) with a licensed staff of 6 advisors. The Advocate Group manages $340.4 million and provides investment advisory services for 313 clients (1:53 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $0
Average Client Balance $1,087,465
Hybrid Advisor No
Disciplinary History No
Total AUM $340.4 million
Advisor / Client Ratio 1:53
Headquarters Minnetonka, MN
SEC Filings Forms and Brochures    (CRD # 155270)
State(s) Registered CA, MN, OH, WI

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