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Advocate Investing Services

Headquartered in WOODBINE, MD

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Firm Information

Advocate Investing Services is a registered investment advisor based in WOODBINE, MD. The firm provides a range of advisory services including financial planning, pension consulting, and portfolio management for individuals and charitable organizations. They manage approximately $129,679,305 in assets for approximately 310 clients.

Advocate Investing Services

15949 FREDERICK ROAD

WOODBINE, MD 21797

$129.68M

Assets Under Management

1

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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advisory consulting

Advisory consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

ADVOCATE INVESTING SERVICES has a total of 1 branch locations across the country.
location

WOODBINE, MD

Advisors at Advocate Investing Services

View All 4 Advisors
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Stephen Thomas Koda

RA

WOODBINE, MD

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Richard Thomas Andrews

RA

WOODBINE, MD

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Mamie Yuhua chu Liu

CFP®, RA

WOODBINE, MD

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Joseph Raymond Gallagher

CFP®, RA

WOODBINE, MD

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Disclosures

There are no public disclosures for Advocate Investing Services.

Frequently Asked Questions (7)

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