ADVOCATE INVESTING SERVICES
Tel: 240-403-0039 15949 Frederick Road Woodbine, Maryland 21797
About ADVOCATE INVESTING SERVICES
ADVOCATE INVESTING SERVICES is a Woodbine, Maryland based financial advisory firm with nearly $154,494,351 in assets under management and provides investment advisory services for 339 clients. There are currently 4 financial advisors at the firm.
General Information
Firm CRD#:
273035
Firm SEC#:
801-125692
Assets Under Management:
$154,494,351
No. of Clients:
339
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Other (ADVISORY CONSULTING)
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