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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-25-2011
- Office Locations
- 1
Office Locations
About THE Advocate Group, LLC
The Advocate Group is a Minnetonka, MN RIA offering concierge financial planning and wealth management for executives and their families at some of Minnesota’s most prominent companies. The firm uses an intensive discovery process to streamline complex financial lives, with planning across tax, estate, insurance and portfolio construction. Portfolios lean heavily on ETFs and are typically custodied at Schwab and Fidelity/NFS.
Team overview
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Client Personas
Custodian
Investment Themes
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Owner & Executives
MICHAEL LEE CORRIGAN
Chief Compliance Officer, Chief Executive Officer
- CRD
- #4666812
- Ownership
- 25% but less than 50%
SETH PHILLIP HEIMERMANN
Chief Investment Officer
- CRD
- #6355251
- Ownership
- 10% but less than 25%
Showing 2 of 6 owners & executives
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Emily Ann Einwalter
Senior Financial Planner
- CRD
- #4742109
Scott Hartzell
Financial Planner
- CRD
- #8219919
Showing 2 of 12 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $808,204,119 | $761,021 |
| Non-Discretionary | $1,726,086 | $287,681 |
| Total | $809,930,205 | $758,362 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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