ADVOCATE INVESTING SERVICES, LLC
Legal name: ADVOCATE INVESTING SERVICES
CRD #273035 SEC #801-125692 WOODBINE, MD 240-403-0039
SEC Registered
Total AUM
$154.5M
Discretionary
$149.4M
Employees
4
Clients
10
Accounts
339
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $154.5M | $149.4M | $5M | 4 | 1 |
| Nov 2024 | $129.7M | $129.7M | $0 | 4 | 1 |
| Feb 2024 | $129.7M | $129.7M | $0 | 4 | 1 |
| Jun 2023 | $118.9M | $118.9M | $0 | 4 | 0 |
| Feb 2023 | $118.9M | $118.9M | $0 | 4 | 0 |
| Aug 2022 | $110.3M | $110.3M | $0 | 5 | 1 |
| May 2022 | $110.3M | $110.3M | $0 | 5 | 1 |
| Apr 2022 | $110.3M | $110.3M | $0 | 5 | 1 |
DateMar 2025
Total AUM$154.5M
Discretionary$149.4M
Non-Disc.$5M
Employees4
Clients1
DateNov 2024
Total AUM$129.7M
Discretionary$129.7M
Non-Disc.$0
Employees4
Clients1
DateFeb 2024
Total AUM$129.7M
Discretionary$129.7M
Non-Disc.$0
Employees4
Clients1
DateJun 2023
Total AUM$118.9M
Discretionary$118.9M
Non-Disc.$0
Employees4
Clients0
DateFeb 2023
Total AUM$118.9M
Discretionary$118.9M
Non-Disc.$0
Employees4
Clients0
DateAug 2022
Total AUM$110.3M
Discretionary$110.3M
Non-Disc.$0
Employees5
Clients1
DateMay 2022
Total AUM$110.3M
Discretionary$110.3M
Non-Disc.$0
Employees5
Clients1
DateApr 2022
Total AUM$110.3M
Discretionary$110.3M
Non-Disc.$0
Employees5
Clients1