Overview
Assets Under Management: $162 million
Headquarters: SAN ANTONIO, TX
High-Net-Worth Clients: 74
Average Client Assets: $1.7 million
Frequently Asked Questions
ONE ADVOCATE GROUP 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 #270005), ONE ADVOCATE GROUP is subject to fiduciary duty under federal law.
ONE ADVOCATE GROUP is headquartered in SAN ANTONIO, TX.
ONE ADVOCATE GROUP serves 74 high-net-worth clients according to their SEC filing dated March 01, 2018. View client details ↓
According to their SEC Form ADV, ONE ADVOCATE GROUP offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
ONE ADVOCATE GROUP manages $162 million in client assets according to their SEC filing dated March 01, 2018.
According to their SEC Form ADV, ONE ADVOCATE GROUP serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 74
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 78.58%
Average Client Assets: $1.7 million
Total Client Accounts: 349
Discretionary Accounts: 349
Regulatory Filings
CRD Number: 270005
Filing ID: 1184070
Last Filing Date: 2018-03-01 15:51:00