Advocate Asset Management, LLC
Advocate Asset Management, LLC (CRD# 118616) is a financial advisory firm headquartered in Chicago, IL. They manage $83,500,000 in 44 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Advocate Asset Management, LLC
By the Numbers
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Total Assets Under Management84MILLION
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Total Number of Accounts44ACCOUNTS
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Average Account Value$1,897,727
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IL
Financial Advisors at Advocate Asset Management, LLC
No Advisor Found.
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