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THE ADVOCATE GROUP, LLC
Tel: 952-693-2630
601 Carlson Parkway Suite 1100
Minnetonka, Minnesota 55305
THE ADVOCATE GROUP, LLC
THE ADVOCATE GROUP, LLC is a Minnetonka, Minnesota based financial advisory firm with nearly $713,330,620 in assets under management and provides investment advisory services for 1025 clients. There are currently 17 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses
Fee Structure:
A percentage of AUM, Fixed fees
Firm CRD#:
155270
SEC#:
801-72157
No. of Clients:
1025
Assets under Management
$713,330,620
No. of Advisors:
17
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