STRATEGIC ADVOCATES, LLC
Total AUM
$33.7M
Employees
3Clients
141Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
500 N STREET
SUITE 30
SACRAMENTO
CA 95814
United States
SUITE 30
SACRAMENTO
CA 95814
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Monday - Friday
Phone
(888)247-7753
Other Offices
1
Financials
Total AUM
$33.7M
Accounts
292Discretionary
$33.7M
Accounts
292Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
129AUM
$15.2M
HNW Individual Clients
12AUM
$18.5M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AKALAZCACOFLIAIDINLAMIMOMTNCNENHNMNVNYOHOKORSCTNTXUTWA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.