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Building 2ADVOCATE INVESTING SERVICES

Map pinWOODBINE, MD
Phone240-403-0039
NotebookSEC #801-125692
Total AUM
$186.6M
Employees
5
Clients
226

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
15949 FREDERICK ROAD
WOODBINE
MD 21797
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
240-403-0039

ReceiptFinancials

Total AUM
$186.6M
Accounts
385
Discretionary
$180.7M
Accounts
384
Non-Discretionary
$5.8M
Accounts
1

ContactClients

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Individual Clients
164
AUM
$49M
HNW Individual Clients
56
AUM
$130.7M
Pension/Profit Sharing Plan Clients
1
AUM
$5.8M
Charitable Organization Clients
5
AUM
$1.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
ADVISORY CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CODCFLMDNCPATXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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