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Building 2THE ADVOCATE GROUP, LLC

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

Firm filings submitted to the SEC

ADV Part 1ADV Part 2ADV Part 3ADV-W
ADV Part 3 is a Client Relationship Summary (Form CRS) – a short form, plain-english description of advisory services for investment clients.

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