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STRATEGIC ADVOCATES, LLC
Tel: (435) 755-9400
255 S Main St Ste 140
Logan, Utah 84321
STRATEGIC ADVOCATES, LLC
STRATEGIC ADVOCATES, LLC is a Logan, Utah based financial advisory firm with nearly $363,541,297 in assets under management and provides investment advisory services for 2445 clients. There are currently 13 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
316858
SEC#:
801-126262
No. of Clients:
2445
Assets under Management
$363,541,297
No. of Advisors:
13
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