ADVOCATE INVESTING SERVICES, LLC
Doing business as ADVOCATE INVESTING SERVICES. SEC Form ADV profile.
Total regulatory AUM
$186,574,770
Discretionary
$180,747,168
Non-discretionary
$5,827,602
Firm details
- CRD number
- 273035
- SEC file number
- 801-125692
- Main office
- WOODBINE, MD, United States
- Employees
- 5
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.