Be advised. This firm is no longer registered.

Financial Advocates LLC

Financial Advocates LLC (CRD# 130793) is a financial advisory firm headquartered in Newport Beach, CA. They manage $15,610,856 in 40 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
20201 Sw Birch, Suite 275, Newport Beach, CA 92660
By the Numbers
  • Total Assets Under Management
    16
    MILLION
  • Total Number of Accounts
    40
    ACCOUNTS
  • Average Account Value
    $390,271
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • 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.

CA

Financial Advisors at Financial Advocates LLC
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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