Advo(k)ate Advisors

Finance · Alabama, United States · 11-50 Employees

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Overview

Headquarters

6801 Cahaba Valley Rd Ste 206, Hoover, A...

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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1
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1

About Advo(k)ate Advisors

Advokate Advisors specializes in retirement plan consulting for employers, helping them reduce fiduciary risk, control costs, and enhance governance. They serve a diverse range of sectors including publicly and privately held businesses, nonprofits, education institutions, medical, manufacturing, professional services, retail, and private equity firms. Their services encompass investment advice, fee negotiation, fiduciary support, plan consulting, and employee education programs. With a focus on simplifying retirement plan complexities, Advokate Advisors aims to empower employers and their employees to achieve confident retirement outcomes.Explore more
Advo(k)ate Advisors's Social MediaPopular SearchesAdvo(k)ate AdvisorsAdvoSIC Code 62,628NAICS Code 52,523Show more

Advo(k)ate Advisors Org Chart

PhoneEmail
LP
United States flag for contact location.

Vice President, Senior Relationship Manager

PhoneEmail
DB
United States flag for contact location.

Vice President, Senior Relationship Manager

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Advo(k)ate Advisors

<$5M
11-50
Private
-
-
LP
Lisa PettisVice President, Senior Relationship Manager
<$5M
11-50
Private
-
-
BM
Brian McGuinessSenior Financial Consultant
<$5M
1-10
Private
-
2012
JC
Joshua CoughranFounder & CEO
<$5M
1-10
Private
-
2000
RG
Ryan GwinnChief Compliance Officer
<$5M
1-10
Private
-
1970
MS
Marvin SouchekPresident & Your Retirement Plan Architect
<$5M
1-10
Private
-
2015
GD
Gene De KruifManager, Wealth
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Advo(k)ate Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Advo(k)ate Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Advo(k)ate Advisors.

Advo(k)ate Advisors Tech Stack

A closer look at the technologies used by Advo(k)ate Advisors

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Frequently Asked Questions Regarding Advo(k)ate Advisors

What is Advo(k)ate Advisors's official website?
Advo(k)ate Advisors's official website is www.advokateadvisors.com
What is Advo(k)ate Advisors's Revenue?
Advo(k)ate Advisors's revenue is <$5 Million
What is Advo(k)ate Advisors's SIC code?
Advo(k)ate Advisors's SIC: 62,628
What is Advo(k)ate Advisors's NAICS code?
Advo(k)ate Advisors's NAICS: 52,523
How many employees does Advo(k)ate Advisors have?
Advo(k)ate Advisors has 11-50 employees
What industry does Advo(k)ate Advisors belong to?
Advo(k)ate Advisors is in the industry of: Finance, Securities Trading
What is Advo(k)ate Advisors competition?
Advo(k)ate Advisors top competitors include: Retirement Plan Solutions, Benefit Planning Specialist, Catalyst Retirement Advisors, Retirement & Benefit Partners
What technology does Advo(k)ate Advisors use?
Some of the popular technologies that Advo(k)ate Advisors uses are: WordPress.org, Cloudflare Website Optimization
What does Advo(k)ate Advisors do?

Advokate Advisors specializes in retirement plan consulting for employers, helping them reduce fiduciary risk, control costs, and enhance governance. They serve a diverse range of sectors including publicly and privately held businesses, nonprofits, education institutions, medical, manufacturing, professional services, retail, and private equity fi... rms. Their services encompass investment advice, fee negotiation, fiduciary support, plan consulting, and employee education programs. With a focus on simplifying retirement plan complexities, Advokate Advisors aims to empower employers and their employees to achieve confident retirement outcomes.Read More

What are Advo(k)ate Advisors social media links?
Advo(k)ate Advisors Linkedin page
Is Advo(k)ate Advisors a public company?
Advo(k)ate Advisors is private company therefore does not currently have an official ticker symbol
See more information about Advo(k)ate Advisors

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