← Back to searchVisit website
ADVOCATE INVESTING SERVICES
ADVOCATE INVESTING SERVICES, LLC
CRD 273035 · SEC 801-125692
15949 FREDERICK ROAD, WOODBINE, MD, 21797, United States
Phone
240-403-0039
Fax
240-403-0040
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$186.6M
Discretionary AUM
$180.7M
Team
5 total employees; 4 advisory reps; 1 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersADVISORY CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 164 | $49.0M |
| High net worth individuals | 56 | $130.7M |
| Charitable organizations | 5 | $1.1M |
States served
CO, DC, MD, NC, PA, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD