Company Overview
- Headquarters
- 601 Carlson Parkway, Suite 1100, Minnetonka MN
- Website
- theadvocategroup.com
- Phone
- (952) 693-2630
- Employees
- 24
- Founded in
- 2003
- Industry
- Financial Services
Financials & Stats
Revenue
$10B
Who is The Advocate Group
The Advocate Group is an employee-owned, fee-based Registered Investment Advisor located in Minnetonka, Minnesota. The firm employs 24 individuals. The Advocate Group specializes in providing financial planning services to executives and their families from prominent Minnesota-based corporations. Their expertise lies in understanding intricate compensation plans, benefit packages, and navigating the unique financial opportunities and challenges faced by high-net-worth individuals. Their commitment to personalized service sets them apart. They prioritize building lasting relationships with clients, ensuring their financial goals and concerns are understood. The firm prides itself on delivering concierge-level service, allowing clients to focus on their priorities. Clients interested in learning more about The Advocate Group's services can visit their website at theadvocategroup.com.
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| Company Name | Revenue | Number of Employees | Location | Founded in |
|---|---|---|---|---|
| 10M | 35 | Dallas, TX | 1961 | |
| 10M | 23 | San Francisco, CA | ||
| 10M | 1 | Miami Beach, FL | ||
| 10M | 7 | Burr Ridge, IL | 2012 | |
| 10M | 1 | Cheyenne, WY | 1953 |