Overview
Assets Under Management: $713 million
Headquarters: MINNETONKA, MN
High-Net-Worth Clients: 198
Average Client Assets: $3 million
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
Last Filing Date: 2025-02-17 00:00:00
Website: https://theadvocategroup.com