1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2THE ADVOCATE GROUP, LLC

Map pinMINNETONKA, MN
Phone952-693-2630
NotebookSEC #801-72157
Total AUM
$809.9M
Employees
17
Clients
394

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
601 CARLSON PARKWAY
SUITE 1100
MINNETONKA
MN 55305
United States
Operating Hours
8:30 AM - 4:30 PM
Monday - Friday
Phone
952-693-2630

ReceiptFinancials

Total AUM
$809.9M
Accounts
1,068
Discretionary
$808.2M
Accounts
1,062
Non-Discretionary
$1.7M
Accounts
6

ContactClients

View more in analytics →

Individual Clients
124
AUM
$27.1M
HNW Individual Clients
222
AUM
$755M
Charitable Organization Clients
48
AUM
$27.9M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLMNOHTXWI

HandshakeAffiliates

View all affiliates →

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

Feature requires an account