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ADVISORY ADVOCATES LLC
CRD 284100 · SEC 801-135477
4981 CASCADE ROAD, SUITE C, GRAND RAPIDS, MI, 49546, United States
Phone
(866) 597-8938
Fax
(616) 588-6079
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$158.6M
Discretionary AUM
$158.6M
Team
9 total employees; 7 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 196 | $51.3M |
| High net worth individuals | 47 | $107.0M |
| Corporations/business entities | 6 | $337K |
States served
IL, IN, IA, MI, OH, TX, FL
All web addresses on file
Official SEC filing: View on IAPD