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ADVOCATE INVESTING SERVICES
Tel: 240-403-0039
15949 Frederick Road Woodbine, Maryland 21797
ADVOCATE INVESTING SERVICES
ADVOCATE INVESTING SERVICES is a Woodbine, Maryland based financial advisory firm with nearly $154,494,351 in assets under management and provides investment advisory services for 339 clients. There are currently 4 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services , Selection for other advisors , Other (ADVISORY CONSULTING)
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
273035
SEC#:
801-125692
No. of Clients:
339
Assets under Management
$154,494,351
No. of Advisors:
4
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