Strategic Advocates, LLC
Firm details
- Headquarters
- Sacramento, California
- CRD number
- 316858
- Registered since
- July 29, 2022
- Website
- www.wealth-advocates.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI54.95%
- Individuals45.05%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Strategic Advocates, LLC is an independent, SEC-registered registered investment adviser organized as an LLC and established as an owner-operated firm. The adviser serves individual and family clients and describes itself as a capital allocator, offering financial planning, portfolio management for individuals and small businesses, and the selection of outside managers. Fee arrangements include AUM-based fees, hourly charges and fixed fees. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds52%
- Exchange Traded Equities26%
- Cash & Cash Equivalents13%
- US Government Bonds4%
- State & Local Bonds3%
Owners & executives
1 of 1
Bradley Harsch
Chief Investment OfficerCRD 1944419
Contacts
2 of 2
Collin Sinnott
Investment AdvisorCRD 7486651
James Smith
Registered RepresentativeCRD 801408
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 101Active vs passive
$21.9M in ETFs
96%
$20.9M
1%
$918K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $1.8M | 2,476 | 8.34% |
Location
Sacramento, CA
Sacramento
Location
Sacramento, CA
Headquartered in Sacramento, CA, anchoring the Sacramento-Roseville, CA metro in the West.
- Metro area
- Sacramento-Roseville, CA
- Region
- West
- County
- Sacramento
- Address
- 500 N St
- Time zone
- PT (UTC-8)
- Office locations
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