Advocate Wealth Management Revenue

Financial Services • Sequim, Washington, United States • 1-10 Employees

Advocate Wealth Management revenue & valuation

Annual revenue	$25,800,000
Revenue per employee	$25,756,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$82,500,000
Total funding	No funding

Key Contact at Advocate Wealth Management

Steve Holloway

Founder

Company overview

Headquarters	528 North Fifth Ave, Sequim, WA 98382, US
Phone number	+13606837654
Website	advocatewealth.com
NAICS	52
Keywords	Retirement Planning, Financial Planning, Investment Management, Direct Investment
Founded	2004
Employees	1-10

About Advocate Wealth Management

Advocate Wealth Management, LLC. has been providing clients with direction and advice since 2004. In the journey for financial independence we aim to make a dramatic, positive impact in our clients’ lives. We do this by having a laser like focus on their needs and by maintaining a high level of client contact, education, and ethics in all that we do. We help our clients meet their financial goals through a process that is built upon the foundation of solid financial principles and with solutions that are tailored to their needs. As clients meet with us they experience a level of ethics, competence, service, and commitment to their needs that transcends all of their previous financial encounters. Whether you’re saving for a big event like retirement or just interested in making the most of your investments, we have the comprehensive solutions to help you achieve your goals. As of March 31, 2013 Advocate Wealth Management, LLC. manages approximately $40,466,622 in discretionary assets. Advocate Wealth Management, LLC. is registered with the SEC and is licensed in the state of Washington..

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Employees by Department

Advocate Wealth Management has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Advocate Wealth Management has never raised funding before.

Frequently asked questions

Advocate Wealth Management is located in Sequim, Washington, US.

You can reach Advocate Wealth Management at +13606837654.

Advocate Wealth Management generates an estimated annual revenue of $25,755,488. This revenue figure reflects the company's market position and business performance in its industry.

Advocate Wealth Management has an estimated valuation of $82,500,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Advocate Wealth Management was founded in 2004, making it 22 years old. The company has established itself as a significant player in its industry over this time.

Advocate Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Advocate Wealth Management

Steve Holloway

Founder

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