Advisory Advocates LLC

Advisory Advocates LLC (CRD# 284100) is a financial advisory firm headquartered in Grand Rapids, MI. They manage $18,166,232 in 302 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    18
    MILLION
  • Total Number of Accounts
    302
    ACCOUNTS
  • Average Account Value
    $60,153
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IA, IN, KY, MI, TX

Financial Advisors at Advisory Advocates LLC
Showing 1 - 5 of 5 top financial advisors.
1
Elizabeth A. Burgess
CRD#: 6715303
4981 Cascade Road, Suite C, Grand Rapids, MI 49546

Elizabeth Burgess (CRD# 6715303) is an Investment Advisor Representative working at Advisory Advocates LLC in Grand Rapids, MI and has over 7 years of experience in the finance industry.

2
Joseph P. Degeorge
CRD#: 5006212
4981 Cascade Road, Suite C, Grand Rapids, MI 49546

Joseph Degeorge (CRD# 5006212) is an Investment Advisor Representative working at Advisory Advocates LLC in Grand Rapids, MI and has over 9 years of experience in the finance industry.

3
John A. Hill
CRD#: 6941649
1910 Saint Joe Center Rd, Suite 32, Fort Wayne, IN 46825

John Hill (CRD# 6941649) is an Investment Advisor Representative working at Advisory Advocates LLC in Fort Wayne, IN and has over 5 years of experience in the finance industry.

4
Alan P. Tubbergen
CRD#: 5202376
4981 Cascade Road, Suite C, Grand Rapids, MI 49546

Alan Tubbergen (CRD# 5202376) is an Investment Advisor Representative working at Advisory Advocates LLC in Grand Rapids, MI and has over 13 years of experience in the finance industry.

5
Michael R. Cook
CRD#: 7132095
4981 Cascade Road, Suite C, Grand Rapids, MI 49546

Michael Cook (CRD# 7132095) is an Investment Advisor Representative working at Advisory Advocates LLC in Grand Rapids, MI and has over 4 years of experience in the finance industry.

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