Overview
Assets Under Management: $713 million
Headquarters: MINNETONKA, MN
High-Net-Worth Clients: 198
Average Client Assets: $3 million
Frequently Asked Questions
THE ADVOCATE GROUP, 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 #155270), THE ADVOCATE GROUP, LLC is subject to fiduciary duty under federal law.
THE ADVOCATE GROUP, LLC is headquartered in MINNETONKA, MN.
THE ADVOCATE GROUP, LLC serves 198 high-net-worth clients according to their SEC filing dated November 03, 2025. View client details ↓
According to their SEC Form ADV, THE ADVOCATE GROUP, LLC offers financial planning and portfolio management for individuals. View all service details ↓
THE ADVOCATE GROUP, LLC manages $713 million in client assets according to their SEC filing dated November 03, 2025.
According to their SEC Form ADV, THE ADVOCATE GROUP, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 198
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 92.45
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,025
Discretionary Accounts: 1,016
Non-Discretionary Accounts: 9
Regulatory Filings
CRD Number: 155270
Filing ID: 2025330
Last Filing Date: 2025-11-03 14:34:36
Website: 0