The Advocate Group

EST. AUM
$809,930,205

CONTACTS
10

CLIENT ACCOUNTS
1,068

Firm Details

Metro area Minneapolis
CRD Number 155270
Website theadvocategroup.com
Client types

Overview

The Advocate Group is an RIA and multi-family office based in the Minneapolis area working with clients like executives and families from the area's largest companies. The group offers holistic investment and financial management services covering areas like investment allocation, insurance, tax management, and estate planning.

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

The Advocate Group

Platform Details

Investment Preferences

Alternative Activity

Address

Products & Services

Resources

Podcasts

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Company