Be advised. This firm is no longer registered.

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).

By the Numbers
  • Total Assets Under Management
    84
    MILLION
  • Total Number of Accounts
    44
    ACCOUNTS
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. 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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