Financial Advocates Investment Management

EST. AUM
$4,074,541,185

CONTACTS
1

CLIENT ACCOUNTS
18,288

Firm Details

Metro area Seattle
CRD Number 151298
Website fa-im.net
Client types

Overview

Financial Advocates Investment Management positions itself as a strategic partner for independent financial advisors seeking to pursue “increased independence” while reducing the burden and worry associated with owning an independent practice with limited or no home office support. FAIM explains that it helps advisors lessen the load by providing support in a variety of areas, allowing them to grow their businesses their own way and focus more on serving clients. The firm highlights its ability to help advisors enjoy increased freedom and options while continuing transactional business and receiving commissions, providing expert regulatory oversight and practice-management support, acting as a primary liaison with their broker-dealer and assisting in exiting a broker-dealer relationship and establishing a fiduciary commitment to clients to achieve “pure independence.”

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Financial Advocates Investment Management

Platform Details

Investment Preferences

Alternative Activity

Address

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