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Strategic Advocates LLC
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CRD # | 316858 |
SEC # | 801-126262 |
CIK # | 0001991340 |
AUM | $363.5 MM (2024-05-08) |
Employees | 13 (54% Investors, 23% Brokers) |
Phone | 435-755-9400 |
Address | 255 S Main St Logan, UT 84321 |
Source | [IAPD] [EDGAR] [Website] |
Total AUM ($MM) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
NVDA | 399,550.0 | 11.6 | |
AMZN | 1,092,997.8 | 6.7 | |
AAPL | 2,382,844.0 | 6.7 | |
ISRG | 72,505.6 | 4.5 | |
GOOGL | 1,475,138.5 | 4.4 | |
SNPS | 46,452.5 | 3.3 | |
FTNT | 45,169.3 | 2.9 | |
CRM | 170,602.7 | 2.8 | |
ADBE | 172,760.2 | 2.5 | |
META | 434,852.0 | 2.2 | |
View All |
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 1,858 | 138.9 |
(b) Individuals (high net worth individuals) | 582 | 221.3 |
(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 | 0.0 |
(h) Charitable organizations | 1 | 1.5 |
(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 | 4 | 1.8 |
(n) Other | 0 | 0.0 |
Total | 2,445 | 363.5 |
By Discretionary | ||
Discretionary | 2,154 | 335.1 |
Non-Discretionary | 291 | 28.5 |
Total | 2,445 | 363.5 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 363.5 | |
Total | 2,445 | 363.5 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001991340] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Sage Private Wealth Group LLC
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|
IL | 0.4 |
Certior Financial Group LLC
✚
|
PA | 0.4 |
Physicians Financial Services Inc
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|
NC | 0.4 |
Alliance Wealth Management Group LLC
✚
|
NJ | 0.4 |
Aurora Private Wealth Inc
✚
|
NJ | 0.4 |
Comprehensive Financial Planning Inc
✚
|
PA | 0.4 |
Capshift Advisors LLC
✚
|
MA | 0.4 |
Roth Financial Partners LLC
✚
|
TX | 0.4 |
Truvestments Capital LLC
✚
|
FL | 0.4 |
Inlight Wealth Management LLC
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|
GA | 0.4 |