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, California-based registered investment adviser that began SEC registration in 2022. Structured as an LLC and owned by an individual, the firm serves primarily individual and family clients and positions itself as a capital allocator. Its advisory services center on financial planning, portfolio management for individuals and small businesses, and selecting other advisers. Fee arrangements include asset-based percentages as well as hourly and fixed-fee engagements. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 99Active vs passive
$22.5M in ETFs
96%
$21.6M
1%
$876K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $1.9M | 2,614 | 8.61% |
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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