Strategic Advocates, LLC

Strategic Advocates, LLC (CRD# 316858) is a financial advisory firm headquartered in Logan, UT. They manage $363,541,297 in 2,445 accounts and serve the financial needs of clients across 28 states (or territories).

Current Firm Details
255 S Main St, Ste 140, Logan, UT 84321
https://wealth-advocates.com/
By the Numbers
  • Total Assets Under Management
    364
    MILLION
  • Total Number of Accounts
    2,445
    ACCOUNTS
  • Average Account Value
    $148,688
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AZ, CA, CO, FL, IA, ID, IN, LA, MI, MO, MT, NC, NE, NH, NM, NV, NY, OH, OK, OR, SC, TN, TX, UT, WA, WY

Financial Advisors at Strategic Advocates, LLC
Showing 1 - 8 of 8 top financial advisors.
1
Scott Grover, financial advisor Logan UT
Scott C. Grover
CRD#: 6012102
255 S Main St, Ste 140, Logan, UT 84321

Scott Grover (CRD# 6012102) is an Investment Advisor Representative working at Strategic Advocates, LLC in Logan, UT and has over 11 years of experience in the finance industry.

2
Bradley Harsch, financial advisor Logan UT
Bradley Harsch
CRD#: 1944419
255 S Main St, Ste 140, Logan, UT 84321

Bradley Harsch (CRD# 1944419) is an Investment Advisor Representative working at Strategic Advocates, LLC in Logan, UT and has over 34 years of experience in the finance industry.

3
James Jenkins, financial advisor Logan UT
James P. Jenkins
CRD#: 5261717
255 S Main St, Ste 140, Logan, UT 84321

James Jenkins (CRD# 5261717) is an Investment Advisor Representative working at Strategic Advocates, LLC in Logan, UT and has over 17 years of experience in the finance industry.

4
John Mickelson, financial advisor Logan UT
John R. Mickelson
CRD#: 2628700
255 S Main St, Ste 140, Logan, UT 84321

John Mickelson (CRD# 2628700) is an Investment Advisor Representative working at Strategic Advocates, LLC in Logan, UT and has over 28 years of experience in the finance industry.

5
James Smith, financial advisor Walnut Creek CA
James E. Smith
CRD#: 801408
Walnut Creek, CA

James Smith (CRD# 801408) is an Investment Advisor Representative working at Strategic Advocates, LLC in Walnut Creek, CA and has over 35 years of experience in the finance industry.

6
Ammon Doman, financial advisor Logan UT
Ammon J. Doman
CRD#: 6562504
255 S Main St, Ste 140, Logan, UT 84321

Ammon Doman (CRD# 6562504) is an Investment Advisor Representative working at Strategic Advocates, LLC in Logan, UT and has over 7 years of experience in the finance industry.

7
Raymond Purscell, financial advisor Sacramento CA
Raymond S. Purscell
CRD#: 7824298
500 N St., Sacramento, CA 95814

Raymond Purscell (CRD# 7824298) is an Investment Advisor Representative working at Strategic Advocates, LLC in Sacramento, CA and has 1 year of experience in the finance industry.

8
Collin Sinnott, financial advisor Sacramento CA
Collin E. Sinnott
CRD#: 7486651
608 29th St., Sacramento, CA 95816

Collin Sinnott (CRD# 7486651) is an Investment Advisor Representative working at Strategic Advocates, LLC in Sacramento, CA and has 1 year of experience in the finance industry.

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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