|
⚲
|
| Advocate Investing Services LLC
✚
|
|
|---|---|
| CRD # | 273035 |
| SEC # | 801-125692 |
| CIK # | |
| AUM | $154.5 M (2025-03-04) |
| Employees | 4 (100% Investors, 75% Brokers) |
| Phone | 240-403-0039 |
| Address | 15949 Frederick Road Woodbine, MD 21797 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 173 | 50.1 |
| (b) Individuals (high net worth individuals) | 38 | 98.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 5.0 |
| (h) Charitable organizations | 0 | 0.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 339 | 154.5 |
| By Discretionary | ||
| Discretionary | 338 | 149.4 |
| Non-Discretionary | 1 | 5.0 |
| Total | 339 | 154.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 154.5 | |
| Total | 339 | 154.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Bey-Douglas LLC
✚
|
GA | 0.2 |
|
Hillspring Financial Inc
✚
|
AZ | 0.2 |
|
Marathon Mission Inc
✚
|
NY | 0.2 |
|
Retirement Income Strategies LLC
✚
|
WI | 0.2 |
|
Alvin Clay Financial Advisors LLC
✚
|
PA | 0.2 |
|
Kennon-Green & Company LLC
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|
OH | 0.2 |
|
TFG Financial Advisors LLC
✚
|
FL | 0.2 |
|
Hollingsworth Avent Averre & Purvis PA
✚
|
NC | 0.2 |
|
Three Sixty Wealth Management LLC
✚
|
IL | 0.2 |
|
Yandell Investments LLC
✚
|
FL | 0.2 |