Financial Advocates Investment MGT

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

212

Total plan assets

$14.9M

Filings (rows)

Direct comp

$15K

Indirect comp

Showing only "FINANCIAL ADVOCATES INVESTMENT MGT"

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

SERVICES PROVIDED

Advisor / Consultant1

Plans served

All 1 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
KAYE-Smith Enterprises, Inc. KAYE-Smith Enterprises 401(k) Retirement Savings Plan & Trust · all filings	BELLEVUE, WA	Advisor / Consultant	212	$14.9M	$15K	$0