Overview
Assets Under Management: $159 million
Headquarters: GRAND RAPIDS, MI
High-Net-Worth Clients: 45
Average Client Assets: $2 million
Frequently Asked Questions
ADVISORY ADVOCATES LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #284100), ADVISORY ADVOCATES LLC is subject to fiduciary duty under federal law.
ADVISORY ADVOCATES LLC is headquartered in GRAND RAPIDS, MI.
ADVISORY ADVOCATES LLC serves 45 high-net-worth clients according to their SEC filing dated February 02, 2026. View client details ↓
According to their SEC Form ADV, ADVISORY ADVOCATES LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
ADVISORY ADVOCATES LLC manages $159 million in client assets according to their SEC filing dated February 02, 2026.
According to their SEC Form ADV, ADVISORY ADVOCATES LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 45
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 68.72
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 607
Discretionary Accounts: 607
Regulatory Filings
CRD Number: 284100
Filing ID: 2025469
Last Filing Date: 2026-02-02 14:38:36