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| The Advocate Group LLC
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|
|---|---|
| CRD # | 155270 |
| SEC # | 801-72157 |
| CIK # | 0001853401, 0001830396 |
| AUM | $635.9 MM (2024-02-14) |
| Employees | 17 (65% Investors, 0% Brokers) |
| Phone | 952-693-2630 |
| Address | 601 Carlson Parkway Minnetonka, MN 55305 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| GIS | 42,311.4 | 29.4 | |
| ABBV | 269,466.6 | 13.2 | |
| MSFT | 1,918,222.4 | 12.7 | |
| IBM | 127,593.9 | 11.3 | |
| AAPL | 2,382,844.0 | 10.7 | |
| VZ | 211,914.0 | 9.5 | |
| CVX | 294,604.1 | 9.3 | |
| MRK | 232,371.9 | 9.2 | |
| CSCO | 178,309.9 | 9.2 | |
| UPS | 157,208.0 | 9.0 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 127 | 26.4 |
| (b) Individuals (high net worth individuals) | 193 | 588.1 |
| (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 | 45 | 21.3 |
| (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 | 947 | 635.9 |
| By Discretionary | ||
| Discretionary | 940 | 633.4 |
| Non-Discretionary | 7 | 2.5 |
| Total | 947 | 635.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 635.9 | |
| Total | 947 | 635.9 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| D | [0001830396] | |
| 13F-HR | [0001853401] |
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