← Back to searchVisit website
THE ADVOCATE GROUP, LLC
CRD 155270 · SEC 801-72157
601 CARLSON PARKWAY, SUITE 1100, MINNETONKA, MN, 55305, United States
Phone
952-693-2630
Fax
952-693-2631
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$809.9M
Discretionary AUM
$808.2M
Team
17 total employees; 11 advisory reps; 33 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 124 | $27.1M |
| High net worth individuals | 222 | $755.0M |
| Charitable organizations | 48 | $27.9M |
States served
AZ, CA, CO, MN, OH, WI, TX, FL
All web addresses on file
Official SEC filing: View on IAPD