The Advocates
The Advocates (CRD# 138612) is a financial advisory firm headquartered in Houston, TX. They manage $362,200,884 in 1,025 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management362MILLION
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Total Number of Accounts1,025ACCOUNTS
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Average Account Value$353,367
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
LA, TX
Financial Advisors at The Advocates
1
Kurt Box (CRD# 4428158) is an Investment Advisor Representative working at The Advocates in Houston, TX and has over 21 years of experience in the finance industry.
2
Coleman Campbell (CRD# 2805109) is an Investment Advisor Representative working at The Advocates in Houston, TX and has over 27 years of experience in the finance industry.
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