FIDUCIARY ADVISOR ADVOCATES, LLC

FIDUCIARY ADVISOR ADVOCATES, LLC is an SEC-registered investment adviser (CRD 169039). Regulatory assets under management: $106.4M.

Registration

• CRD: 169039
• SEC file number: 801-78758
• Type: Registered investment adviser
• Phone: 914-643-6014
• Latest filing: 2026-04-24
• Regulatory AUM: $106.4M
• Discretionary AUM: $106.4M
• Clients: 1
• Accounts: 89

Business model

Compensation: % of AUM, Hourly, Fixed, Performance.

Clients served: High net worth, Pooled vehicles, Pensions, Charities.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 169039 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search