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STRATEGIC ADVOCATES, LLC
STRATEGIC ADVOCATES, LLC
LOGAN, Utah
·
3 registered advisors
·
CRD# 316858
SEC# 801-126262
4
(435) 755-9400
01
Firm Overview
AUM
$364M
Regulatory assets under management
Employees
13
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at STRATEGIC ADVOCATES, LLC
3 registered advisors
Bradley Harsch
LOGAN, Utah
CRD# 1944419
James Patrick Jenkins
LOGAN, Utah
CRD# 5261717
John Reed Mickelson
LOGAN, Utah
CRD# 2628700
05
Office Locations
LOGAN, Utah
3 advisors
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Data sourced from SEC Form ADV filings. STRATEGIC ADVOCATES, LLC (CRD# 316858) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.