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THE ADVOCATE GROUP, LLC

MINNETONKA, MN · CRD 155270 · IAPD ↗ · theadvocategroup.com · 952-693-2630

$809.9MRegulatory AUM
11Advisory reps
17Employees
33Clients
251-500Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
March 2025 — THE ADVOCATE GROUP, LLC notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
March 2024 — THE ADVOCATE GROUP, LLC notice-filed in AZ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.