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The Advocate Group, LLC

● SEC registered since 2011CRD 155270SEC# 801-72157Minnetonka, MN
Export (members)
Reg. AUM
$713.3M
Employees
17
Accounts
1,025
Location
Minnetonka, MN

The Advocate Group, LLC assets under management

The Advocate Group, LLC operates as an SEC-registered investment adviser based in Minnetonka, MN. The firm has been registered since 2011. It reports $713.3 million in regulatory assets under management and employs 17 people.

The Advocate Group, LLC owners & executives

6 reported
NameTitleOwnershipSince
Elizabeth Ellen KindsethMember10-25%2019
Emily Mary MeisingerMember5-10%2022
Michael Lee Corrigan ControlCeo, Chief Compliance Officer, Member, Elected Manager25-50%2016
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Frequently asked questions

How much does The Advocate Group, LLC manage?

The Advocate Group, LLC reports $713.3 million in regulatory assets under management on its Form ADV.

How many employees does The Advocate Group, LLC have?

The Advocate Group, LLC reports 17 employees.

Where is The Advocate Group, LLC located?

The Advocate Group, LLC is based in Minnetonka, MN and has been SEC-registered since 2011.

Does The Advocate Group, LLC disclose fund performance?

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

Contact & registration

Address601 Carlson Parkway, Suite 1100, Minnetonka, MN 55305
Phone952-693-2630
Fax952-693-2631
Office hours8:30 a.m. - 4:30 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$710.2M
Non-discretionary$3.1M
Total (RAUM)$713.3M