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Advocates Wealth Planning
Advocates is an SEC-registered investment adviser in Houston, TX, registered since 2006. The firm manages approximately $448 million in regulatory assets.
Advocates Wealth Planning
Advocates is an SEC-registered investment adviser in Houston, TX, registered since 2006. The firm manages approximately $448 million in regulatory assets. It has 6 employees and 3 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
2006
Location
Region
North America
Country
United States
City
Houston
Corporate office
Houston, United States
Sector focus
Frequently asked questions
Who runs investment decisions at Advocates?
No named principals or CIOs are listed in available records.
Does Advocates participate in fund commitments or only direct deals?
No information on fund structure or deal types is available.
Where does the underlying wealth come from?
Wealth origin is not disclosed in any source.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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