YOUR FINANCIAL ADVOCATE, LLC

YOUR FINANCIAL ADVOCATE, LLC is an SEC-registered investment adviser (CRD 331376). Regulatory assets under management: $77.1M.

Registration

• CRD: 331376
• Type: Registered investment adviser
• Phone: 813-400-0476
• Latest filing: 2026-02-04
• Regulatory AUM: $77.1M
• Discretionary AUM: $77.1M
• Clients: 1
• Accounts: 187

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 331376 on SEC IAPD (source of record)
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