STRATEGIC ADVOCATES, LLC
Logan, Utah
Strategic Advocates, LLC is a highly regarded investment advisory firm headquartered in Logan, UT. With a team of 14 talented professionals, they are committed to delivering exceptional financial services to their clients. Among their staff, 9 experts specialize in investment advisory, boasting extensive knowledge and experience in the industry. Their impressive track record is reflected in the average of $147,970,000 in assets under management per investment advisor, surpassing the industry norm. As a testament to their expertise, Strategic Advocates manages a substantial portfolio, overseeing assets worth over $266,960,000 on b...
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Assets Under Mgmt

$266.96M

Investment Professionals

9

Locations

4

% 401K & Individual

43%

% 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
Portfolio management for businesses or institutional clients
Pension consulting services
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