RIA Intel›Advisers›Washington›FINANCIAL ADVOCATES INVESTMENT MANAGEMENT

FINANCIAL ADVOCATES INVESTMENT MANAGEMENT

Advisory

N·OLYMPIA, WA

Data as of Dec 2, 2024 · Source: SEC Form ADV

Total AUM
$4.1B
1-Year AUM Growth
+7.6%
3-Year CAGR
-1.9%
Employees
85
Assets Under Management
Total AUM$4.1B
Discretionary AUM$4.1B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients10,919
Team
Total Employees85
Investment Advisers85
Employee Growth (1Y)-27.9%
Filing History
Total Filings on Record187
First FilingJun 25, 2010
Latest FilingDec 2, 2024
🔒 Full AUM trend chart and 187 historical filings spanning 14+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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