Advocates Wealth Planning, TX — Investment Adviser | BuildTrust

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ADVOCATES WEALTH PLANNING

Investment AdviceHOUSTON, TX

Assets Under Management

$374.5M

Total AUM

Donut chart: Discretionary 374.5M
Category	Value
Discretionary	374.5M

Adviser Information

Field	Value
CRD Number	138612
SEC Number	801-65283
Street Address	920 MEMORIAL CITY WAY
Street Address 2	SUITE 250
Location	HOUSTON, TX 77024
Country	United States
Phone	713-827-8014
Fax	713-827-0493
Total Employees	6
Business Types	insurance_broker

Client Count by Type (175 Total)

Horizontal bar chart: High Net Worth Individual… 121, Individuals (other than H… 54
Category	Value
High Net Worth Individual…	121
Individuals (other than H…	54