Financial Advocates Invest Mgmt

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

Active participants

1,113

Total plan assets

$83.0M

Filings (rows)

Direct comp

$77K

Indirect comp

$25K

Showing only "FINANCIAL ADVOCATES INVEST MGMT"

View all 13 variants aggregated →

FINANCIAL ADVOCATES INVESTMENT MANA23 FINANCIAL ADVOCATES INVESTMENT MGMT19 FINANCIAL ADVOCATES INVESTMENT8 FINANCIAL ADVOCATES INV MGMT5 FINANCIAL ADVOCATES5 FINANCIAL ADVOCATES INVMT MGMT3

SERVICES PROVIDED

Advisor / Consultant1

Other service providers1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Corix Infrastructure (US), Inc. The Corix Affiliated Companies (US) 401(k) Plan · all filings	WAUWATOSA, WI	Advisor / Consultant	637	$72.9M	$77K	$0
Silver Cloud, Inc. Silver Cloud INNS Retirement Plan · all filings	BELLEVUE, WA	Other service providers	476	$10.1M	$0	$25K