ADVOCATE INVESTING SERVICES
Woodbine, Maryland
Advocate Investing Services, a small investment advisory firm based out of Woodbine, MD, is dedicated to providing exceptional financial guidance and services to their clients. With over 140 individual clients and an impressive $118,905,000 in assets under management, Advocate Investing Services has established a reputation for delivering comprehensive investment solutions. Specializing in the management of employer 401Ks and individual portfolios, Advocate Investing Services possesses extensive experience in this domain. All assets they manage are discretionary, ensuring clients' investments receive the highest level of attentio...
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Assets Under Mgmt

$118.91M

Investment Professionals

4

Locations

0

% 401K & Individual

31%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Other: ADVISORY CONSULTING
Other Business Activities
Insurance broker or agent
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