THE ADVOCATE GROUP, LLC
SEC Form ADV profile.
Total regulatory AUM
$809,930,205
Discretionary
$808,204,119
Non-discretionary
$1,726,086
Firm details
- CRD number
- 155270
- SEC file number
- 801-72157
- Main office
- MINNETONKA, MN, United States
- Employees
- 17
- SEC status
- Approved
- Website
- HTTP://WWW.THEADVOCATEGROUP.COM
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.