ADVISORY ADVOCATES LLC

ADVISORY ADVOCATES LLC of GRAND RAPIDS, MI is an SEC-registered investment adviser (CRD 284100). Regulatory assets under management: $158.6M.

Registration

• CRD: 284100
• SEC file number: 801-135477
• Type: Registered investment adviser
• Location: 4981 CASCADE ROAD, SUITE C, GRAND RAPIDS, MI, 49546
• Phone: (866) 597-8938
• Latest filing: 2026-03-23
• Regulatory AUM: $158.6M
• Discretionary AUM: $158.6M
• Clients: 9
• Accounts: 559

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (5)

Branch offices (6)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 284100 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search