FINANCIAL ADVOCATES INVESTMENT MANAGEMENT

1601 Cooper Point Road Nw
Olympia, Washington 98502
Tel: 360-866-2345

About FINANCIAL ADVOCATES INVESTMENT MANAGEMENT

FINANCIAL ADVOCATES INVESTMENT MANAGEMENT, formally registered with the SEC as FINANCIAL ADVOCATES INVESTMENT MANAGEMENT. The firm was established in 06/15/2010. They have over 57 offices throughout the country.

FINANCIAL ADVOCATES INVESTMENT MANAGEMENT is a Olympia, Washington based Financial Planning firm with nearly $3,854,677,483 assets under management, offering retirement planning & investment advisory services to 19268 clients. The firm is staffed with 99 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	151298
SEC#	801-71546
Assets Managed by Firm	$3,854,677,483
No. of Clients	19268
No. of Advisors	99

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	19268	$3,854,677,483
Individuals (other than high net worth individuals)	8603	$1,486,089,348
High net worth individuals	2918	$2,224,775,928
Pension and profit sharing plans	98	$42,701,773
Charitable organizations	35	$14,783,671
Corporations or other businesses	88	$86,326,763

More Retirement Planning firms in Olympia, Washington:

Firm Name	Assets Under Management	Total Clients	Total Advisors
PARAMETRIC PORTFOLIO ASSOCIATES 800 Fifth Avenue, Suite 2800 Seattle, WA, 98104	$475,093,919,406	163121	877
RUSSELL INVESTMENTS 1301 Second Avenue, 18th Floor Seattle, WA, 98101	$82,657,150,657	146	653
RUSSELL INVESTMENTS 1301 Second Avenue, 18th Floor Seattle, WA, 98101	$52,480,583,056	70944	653
BENTALLGREENOAK (U.S.) LIMITED PARTNERSHIP 1201 Third Avenue, Suite 3000 Seattle, WA, 98101	$24,747,000,000	17	95
RUSSELL INVESTMENTS 1301 Second Avenue, 18th Floor Seattle, WA, 98101	$23,026,995,111	77	656

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