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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-02-2020
- Office Locations
- 1
Office Locations
About Advocacy Financial LLC
Advocacy Financial is an independent Louisiana-registered RIA providing comprehensive wealth management for individuals and institutions, with investment management at the core. The firm pairs financial planning with estate/legacy and succession planning plus risk management to help clients optimize and simplify financial and legacy affairs. Securities are offered through Purshe Kaplan Sterling Investments (FINRA/SIPC).
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Owner & Executives
JOSEPH Michael PRISCO JR.
Chief Compliance Officer, Chief Executive Officer
- CRD
- #4886860
- Ownership
- 75% or more
NICHOLAS AUSTIN BOWERS
Associate, Investment Adviser Representative
- CRD
- #6186551
- Ownership
- 10% but less than 25%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $103,416,660 | $357,843 |
| Non-Discretionary | $0 | -- |
| Total | $103,416,660 | $357,843 |
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Separately Managed Accounts
Total SMA Asset: $103,416,660
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,142,010,560 | 27.9% |
| Cash | $2,502,851,049 | 32.6% |
| Corporate - Investment Grade | $1,888,654,473 | 24.6% |
| Equity - Exchange | $1,143,941,124 | 14.9% |
| Total | $7,677,457,206 | 100.0% |