Advocacy Wealth Management, LLC
Advocacy Wealth Management, LLC (CRD# 141943) is a financial advisory firm headquartered in Atlanta, GA. They manage $1,723,821,312 in 1,715 accounts and serve the financial needs of clients across 30 states (or territories).
-
Total Assets Under Management1,724MILLION
-
Total Number of Accounts1,715ACCOUNTS
-
Average Account Value$1,005,144
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
AL, AR, CA, CO, CT, FL, GA, HI, IL, KY, LA, MA, MN, MO, MS, NC, NE, NH, NJ, NY, OH, PA, SC, SD, TN, TX, UT, VA, WI, WV
Michael Curran (CRD# 850458) is an Investment Advisor Representative working at Advocacy Wealth Management, LLC in Savannah, GA and has over 40 years of experience in the finance industry.
Timothy Denehy (CRD# 6320023) is an Investment Advisor Representative working at Advocacy Wealth Management, LLC in Enfield, CT and has 1 year of experience in the finance industry.
Adam Friedman (CRD# 1682143) is an Investment Advisor Representative working at Advocacy Wealth Management, LLC in Atlanta, GA and has over 36 years of experience in the finance industry.
Joseph Havasy (CRD# 7097361) is an Investment Advisor Representative working at Advocacy Wealth Management, LLC in Atlanta, GA and has over 4 years of experience in the finance industry.
Rush James (CRD# 6529302) is an Investment Advisor Representative working at Advocacy Wealth Management, LLC in Saint Louis, MO and has over 8 years of experience in the finance industry.
Thomas Johnson (CRD# 811554) is an Investment Advisor Representative working at Advocacy Wealth Management, LLC in Atlanta, GA and has over 43 years of experience in the finance industry.
Robinson Martin (CRD# 2288153) is an Investment Advisor Representative working at Advocacy Wealth Management, LLC in Atlanta, GA and has over 29 years of experience in the finance industry.
Erika McGrew (CRD# 7036239) is an Investment Advisor Representative working at Advocacy Wealth Management, LLC in Cordova, TN and has over 5 years of experience in the finance industry.
John Stone (CRD# 6496615) is an Investment Advisor Representative working at Advocacy Wealth Management, LLC in Atlanta, GA and has 1 year of experience in the finance industry.
Ryan Vidal (CRD# 6993163) is an Investment Advisor Representative working at Advocacy Wealth Management, LLC in Atlanta, GA and has over 5 years of experience in the finance industry.