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Strategic Advocates, LLC

CRD 316858SEC# 801-126262Logan, UT
Export (members)
No longer SEC-registered. Strategic Advocates, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$433.8M
Employees
15
Accounts
2,622
Location
Logan, UT

Strategic Advocates, LLC assets under management

Strategic Advocates, LLC operates as an SEC-registered investment adviser based in Logan, UT. It reports $433.8 million in regulatory assets under management and employs 15 people.

Strategic Advocates, LLC owners & executives

3 reported
NameTitleOwnershipSince
Bradley Harsch ControlManaging Member, Cco25-50%2021
James Patrick Jenkins ControlManaging Member25-50%2021
John Reed Mickelson ControlManaging Member25-50%2021

Frequently asked questions

How much does Strategic Advocates, LLC manage?

Strategic Advocates, LLC reports $433.8 million in regulatory assets under management on its Form ADV.

How many employees does Strategic Advocates, LLC have?

Strategic Advocates, LLC reports 15 employees.

Where is Strategic Advocates, LLC located?

Strategic Advocates, LLC is based in Logan, UT.

Does Strategic Advocates, LLC disclose fund performance?

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

Contact & registration

Address255 S Main St, Ste 140, Logan, UT 84321
Office hours8:00 a.m. To 5:00 p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$401.4M
Non-discretionary$32.4M
Total (RAUM)$433.8M