Advocate Wealth Management, LLC
Advocate Wealth Management, LLC (CRD# 133465) is a financial advisory firm headquartered in Sequim, WA. They manage $34,239,135 in 195 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management34MILLION
Total Number of Accounts195ACCOUNTS
Average Account Value$175,585
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
ID, UT, WA
Stephen Holloway (CRD# 1418784) is an Investment Advisor Representative working at Advocate Wealth Management, LLC in Sequim, WA and has over 30 years of experience in the finance industry.