MY-FINANCIAL-ADVOCATE

RIASEC Registered

Total AUM

$8.1M

Discretionary

$8.1M

100% of AUM

Avg account

$2.7M

Accounts

Employees

Advisory reps

Firm details

Headquarters: INDIANAPOLIS, Indiana
CRD number: 159638
Website: www.theadvocatecompanies.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges
Client types: Individuals100%
Services: Financial PlanningPortfolio Management for IndividualsMarket Timing ServicesEducational Seminars / Workshops

Firm profile

FINTRX

Overview

My Financial Advocate operates as an independent registered investment advisor (RIA) and provides a range of financial services primarily to individuals, families, and institutional clients. The firm emphasizes financial planning, portfolio management for individuals and small businesses, market timing services, and educational seminars. As an insurance broker, My Financial Advocate integrates insurance solutions into their advisory offerings. The firm does not actively engage in environmental, social, and governance (ESG) investing and is not classified as a multi-state adviser.