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MY-FINANCIAL-ADVOCATE
THE FINANCIAL ADVOCATE CORPORATION
CRD 159638
4839 MALLARD VIEW LANE, INDIANAPOLIS, IN, 46226, United States
Phone
866-734-9688
Fax
866-734-9688
Registration
— (—)
Source
State registered
Total AUM
$8.1M
Discretionary AUM
$8.1M
Team
1 total employees; 1 advisory reps; 3 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2025-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Market timingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 3 | $8.1M |
| Investment companies | 3 | $0 |
All web addresses on file
Official SEC filing: View on IAPD