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Building 2STRATEGIC ADVOCATES, LLC

Map pinSACRAMENTO, CA
Phone(888)247-7753
NotebookSEC #801-126262
Total AUM
$33.7M
Employees
3
Clients
141

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
500 N STREET
SUITE 30
SACRAMENTO
CA 95814
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
(888)247-7753
Other Offices
1

ReceiptFinancials

Total AUM
$33.7M
Accounts
292
Discretionary
$33.7M
Accounts
292
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
129
AUM
$15.2M
HNW Individual Clients
12
AUM
$18.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALAZCACOFLIAIDINLAMIMOMTNCNENHNMNVNYOHOKORSCTNTXUTWA

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

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