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Financial Advocates Investment Management

CRD 151298SEC# 801-71546Olympia, WA
Export (members)
No longer SEC-registered. Financial Advocates Investment Management appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$4.07B
Employees
85
Accounts
18,288
Location
Olympia, WA

Financial Advocates Investment Management assets under management

Financial Advocates Investment Management operates as an SEC-registered investment adviser based in Olympia, WA. It reports $4.1 billion in regulatory assets under management and employs 85 people.
View on SEC.gov ↗

Financial Advocates Investment Management owners & executives

7 reported
NameTitleOwnershipSince
Angela Elaine Vlach ControlPresident / Chief Executive OfficerUnder 5%2019
Douglas Roger Whittle ControlChief Compliance OfficerUnder 5%2019
Financial Advocates, LLC ControlOwnerOver 75%2018
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Frequently asked questions

How much does Financial Advocates Investment Management manage?

Financial Advocates Investment Management reports $4.1 billion in regulatory assets under management on its Form ADV.

How many employees does Financial Advocates Investment Management have?

Financial Advocates Investment Management reports 85 employees.

Where is Financial Advocates Investment Management located?

Financial Advocates Investment Management is based in Olympia, WA.

Does Financial Advocates Investment Management disclose fund performance?

Financial Advocates Investment Management is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1601 Cooper Point Road NW, Olympia, WA 98502
Office hours7a.m. To 5p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$4.07B
Non-discretionary$0
Total (RAUM)$4.07B