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STRATEGIC ADVOCATES, LLC
CRD 316858 · SEC 801-126262
500 N STREET, SUITE 30, SACRAMENTO, CA, 95814, United States
Phone
(888)247-7753
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$33.7M
Discretionary AUM
$33.7M
Team
3 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 129 | $15.2M |
| High net worth individuals | 12 | $18.5M |
All web addresses on file
Official SEC filing: View on IAPD