Overview
Assets Under Management: $4.1 billion
Headquarters: OLYMPIA, WA
High-Net-Worth Clients: 2,961
Average Client Assets: $887,659
Frequently Asked Questions
FINANCIAL ADVOCATES INVESTMENT MANAGEMENT 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 #151298), FINANCIAL ADVOCATES INVESTMENT MANAGEMENT is subject to fiduciary duty under federal law.
FINANCIAL ADVOCATES INVESTMENT MANAGEMENT is headquartered in OLYMPIA, WA.
FINANCIAL ADVOCATES INVESTMENT MANAGEMENT serves 2,961 high-net-worth clients according to their SEC filing dated August 27, 2025. View client details ↓
According to their SEC Form ADV, FINANCIAL ADVOCATES INVESTMENT MANAGEMENT offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
FINANCIAL ADVOCATES INVESTMENT MANAGEMENT manages $4.1 billion in client assets according to their SEC filing dated August 27, 2025.
According to their SEC Form ADV, FINANCIAL ADVOCATES INVESTMENT MANAGEMENT serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 2,961
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 64.51
Average High-Net-Worth Client Assets: $887,659
Total Client Accounts: 18,288
Discretionary Accounts: 18,288
Regulatory Filings
CRD Number: 151298
Filing ID: 2012491
Last Filing Date: 2025-08-27 17:19:00
Website: https://fa-im.net