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ADVOCACY WEALTH MANAGEMENT, LLC
ADVOCACY WEALTH MANAGEMENT, LLC
ATLANTA, Georgia
·
8 registered advisors
·
CRD# 141943
SEC# 801-77677
5
404.836.7100
01
Firm Overview
AUM
$1.7B
Regulatory assets under management
Employees
30
Total firm employees
Advisors
8
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Retirement Planning
04
Advisors at ADVOCACY WEALTH MANAGEMENT, LLC
8 registered advisors
Anthony William Hosfeld
ATLANTA, Georgia
CRD# 2834666
Courtland Greene Phillips
ATLANTA, Georgia
CRD# 4377445
David Michael Paventi
ATLANTA, Georgia
CRD# 5395957
Henry Hungerford Spooner Phillips
ATLANTA, Georgia
CRD# 5237893
Jay Joseph Butler
ATLANTA, Georgia
CRD# 7356730
Nesha Pratt Zeigler
ATLANTA, Georgia
CRD# 3214300
Thomas Marion Johnson
ATLANTA, Georgia
CRD# 811554
Timothy John Denehy
ATLANTA, Georgia
CRD# 6320023
05
Office Locations
ATLANTA, Georgia
8 advisors
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Data sourced from SEC Form ADV filings. ADVOCACY WEALTH MANAGEMENT, LLC (CRD# 141943) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.