| Name | Title | Ownership | Since |
|---|---|---|---|
| Joseph Raymond Gallagher | Managing Member/Chief Compliance Officer | Over 75% | 2005 |
Advocate Investing Services, LLC reports $154.5 million in regulatory assets under management on its Form ADV.
Advocate Investing Services, LLC reports 4 employees.
Advocate Investing Services, LLC is based in Woodbine, MD and has been SEC-registered since 2022.
Advocate Investing Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 15949 Frederick Road, Woodbine, MD 21797 |
| Phone | 240-403-0039 |
| Fax | 240-403-0040 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
| Discretionary | $149.4M |
| Non-discretionary | $5M |
| Total (RAUM) | $154.5M |