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Advocacy Wealth Management, LLC

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

Assets

Assets

Last updated on Oct. 10, 2017
    • $570.6M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 949
      Accounts
    • $601.3K
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

Advisors

Current Advisors

# of advisors

16

name start date
Robinson Martin
February 2019
Rebecca Metzger
January 2018
Timothy John Denehy
April 2014
Jacob Charles Duvall
February 2019
Nesha Pratt Zeigler
May 2010

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Advocacy Trust of Tennessee, LLC -- --

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Anthony William Hosfeld Founding Partner February, 2014 less than 5%
      Victor Patrick Wilkerson President, Founding Partner February, 2014 less than 5%
      Thomas Marion Johnson Ceo/Cco February, 2014 less than 5%
      David Michael Paventi Coo January, 2017 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Fixed Fees