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Financial Advocates Advisory SER — Form 5500 Service Provider Profile | Form 5500 Search
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Financial Advocates Advisory SER
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
1
Active participants
25
Total plan assets
$6.2M
Filings (rows)
1
Direct comp
$15K
Indirect comp
$0
Showing only "FINANCIAL ADVOCATES ADVISORY SER"
View all 13 variants aggregated →
FINANCIAL ADVOCATES INVESTMENT MANA
23
FINANCIAL ADVOCATES INVESTMENT MGMT
19
FINANCIAL ADVOCATES INVESTMENT
8
FINANCIAL ADVOCATES
5
FINANCIAL ADVOCATES INV MGMT
5
FINANCIAL ADVOCATES INVMT MGMT
3
FINANCIAL ADVOCATES INVESTMENT MAN
SERVICES PROVIDED
Advisor / Consultant
1
Plans served
All 1 plans
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Sponsor / Plan
Location
Services
Participants
Assets
Direct comp
Indirect comp
M.Torres America, Inc.
M.Torres America, Inc. 401(k) Plan ·
all filings
LYNNWOOD, WA
Advisor / Consultant
25
$6.2M
$15K
$0
2
FINANCIAL ADVOCATES INVEST MGMT
2
FINANCIAL ADVOCATES INVESTMENT MGT
1
FINANCIAL ADVOCATES INVEST MANAGE
1
FINANCIAL ADVOCATES INVESTMENTS
1
FINANCIAL ADVOCATES INVESTMENT MGMN
1
FINANCIAL ADVOCATES ADVISORY SER
1