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Building 2FINANCIAL ADVOCATES INVESTMENT MANAGEMENT

Map pinOLYMPIA, WA
Phone360-866-2345
NotebookSEC #801-71546
Total AUM
$4.1B
Employees
85
Clients
10,919

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1601 COOPER POINT ROAD NW
OLYMPIA
WA 98502
United States
Operating Hours
7AM TO 5PM
Monday - Friday
Phone
360-866-2345
Other Offices
16

ReceiptFinancials

Total AUM
$4.1B
Accounts
18,288
Discretionary
$4.1B
Accounts
18,288
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
7,738
AUM
$1.3B
HNW Individual Clients
2,961
AUM
$2.6B
Pension/Profit Sharing Plan Clients
97
AUM
$58M
Charitable Organization Clients
36
AUM
$15.1M
Corporation or Business Clients
87
AUM
$72M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWI

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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