The Advocate Group
Finance · Minnesota, United States · 11-50 Employees
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Overview
Headquarters
601 Carlson Pkwy Ste 1100, Minnetonka, M...Phone Number
(952) 693-2630Website
www.theadvocategroup.comRevenue
$6.4 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About The Advocate Group
The Advocate Group specializes in financial planning and investment management for corporate executives and their families, particularly those from prominent companies in Minnesota. They offer a concierge level of service to help clients navigate unique financial opportunities and challenges, ensuring that their time is spent on what they value most. Through an intensive discovery process, the firm aims to understand clients as individuals, setting them on a path to genuine satisfaction in their financial lives. Their team of experienced professionals is dedicated to providing tailored financial solutions that align with clients' goals.Explore more
The Advocate Group Org Chart
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The Advocate Group specializes in financial planning and investment management for corporate executives and their families, particularly those from prominent companies in Minnesota. They offer a concierge level of service to help clients navigate unique financial opportunities and challenges, ensuring that their time is spent on what they value mos... Read More
