ADVOCATE WEALTH MANAGEMENT, LLC
CRD #133465 SEC #801-70855 SEQUIM, WA 360-683-7654
SEC Registered
Total AUM
$50.5M
Discretionary
$50.5M
Employees
1
Clients
26
Accounts
298
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2012 | $50.5M | $50.5M | $0 | 1 | 109 |
| Jun 2012 | $50.5M | $50.5M | $0 | 1 | 109 |
| Jun 2012 | $50.5M | $50.5M | $0 | 1 | 109 |
| May 2012 | $50.5M | $50.5M | $0 | 1 | 109 |
| May 2012 | $50.5M | $50.5M | $0 | 1 | 109 |
| Apr 2012 | $50.5M | $50.5M | $0 | 1 | 109 |
DateJul 2012
Total AUM$50.5M
Discretionary$50.5M
Non-Disc.$0
Employees1
Clients109
DateJun 2012
Total AUM$50.5M
Discretionary$50.5M
Non-Disc.$0
Employees1
Clients109
DateJun 2012
Total AUM$50.5M
Discretionary$50.5M
Non-Disc.$0
Employees1
Clients109
DateMay 2012
Total AUM$50.5M
Discretionary$50.5M
Non-Disc.$0
Employees1
Clients109
DateMay 2012
Total AUM$50.5M
Discretionary$50.5M
Non-Disc.$0
Employees1
Clients109
DateApr 2012
Total AUM$50.5M
Discretionary$50.5M
Non-Disc.$0
Employees1
Clients109