Overview
Assets Under Management: $375 million
Headquarters: HOUSTON, TX
High-Net-Worth Clients: 121
Average Client Assets: $3 million
Frequently Asked Questions
YOUR ADVOCATES, LTD., LLP 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 #138612), YOUR ADVOCATES, LTD., LLP is subject to fiduciary duty under federal law.
YOUR ADVOCATES, LTD., LLP is headquartered in HOUSTON, TX.
YOUR ADVOCATES, LTD., LLP serves 121 high-net-worth clients according to their SEC filing dated February 04, 2025. View client details ↓
According to their SEC Form ADV, YOUR ADVOCATES, LTD., LLP offers financial planning and portfolio management for individuals. View all service details ↓
YOUR ADVOCATES, LTD., LLP manages $375 million in client assets according to their SEC filing dated February 04, 2025.
According to their SEC Form ADV, YOUR ADVOCATES, LTD., LLP serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 121
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 93.41
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,109
Discretionary Accounts: 1,109
Regulatory Filings
CRD Number: 138612
Last Filing Date: 2025-02-04 00:00:00
Website: https://youradvocates.com