Advocacy Wealth Management LLC

Advocacy Wealth Management LLC

Advocacy Wealth Management LLC

Overview
Date Founded

2007

Headquarters

3350 Riverwood Parkway,Suite GL28,Atlanta, GA 30339-3346

Type of Company

Private

Employees (Worldwide)

15

Industries

Investment Services & Portfolio Management

Company Description

Advocacy Wealth Management (AWM) primarily manages assets for clients seeking requiring a relatively predictable stream of income on which they depend for their well-being. Many of their clients purchase portfolios the firm has created which are bond ladders, composed of individual securities, either corporate or municipal or both, withstated maturity dates. Maturities and coupon payments are staggered to give the client regularity of income and a reasonable assurance that principal will be returned at maturity since the direct securities are all investment grade. Accordingly, AWM focuses on managingdefault risk and reinvesting unused income and return of principal. They may add other income, equity or alternative investments to enhance or diversify return. For clients with limited investment capital, the firm offers alternative portfolios that emulate the bond ladders to the degree possible while attempting appropriate diversification. AWM's investment strategies generally include long- and short-term trading of stock portfolios, mutual funds and fixed-income securities. Margin trading and option trading may be used, when appropriate.

Contact Data
Trying to get in touch with decision makers at Advocacy Wealth Management LLC? Subscribe today to access their professional contact information and receive a one time promotion of free Contact Data credits!
Executives & Employees

Founding Partner

Founding Partner

President & Chief Compliance Officer

Chief Investment Officer

Director of Tax & Retirement Planning

Director of Trust Implementation

Regional Director of Client Services

Investment Advisor Representative

Investment Advisor Representative

Investment Advisory Representative

Paths to Advocacy Wealth Management LLC
Potential Connections via
Relationship Science
You
Advocacy Wealth Management LLC
Awards & Honors
Rank #35
2015
Financial Advisor Magazine - Top RIA Survey, Asset Category: $300 Million to $500 Million
Rank #345
2014
Financial Advisor Magazine - Top RIA Survey
Rank #5
2014
Financial Advisor Magazine - Fastest Growing RIAs, Asset Category: $100 Million to $300 Million
This web site is not endorsed by, directly affiliated with, maintained, authorized, or sponsored by Advocacy Wealth Management LLC. The use of any trade name or trademark is for identification and reference purposes only and does not imply any association with the trademark holder. The Presence of Advocacy Wealth Management LLC's profile does not indicate a business or promotional relationship of any kind between RelSci and Advocacy Wealth Management LLC.
  • be_ixf; php_sdk; php_sdk_1.4.15
  • https://relationshipscience.com/organization/advocacy-wealth-management-llc-1884312
  • https://relationshipscience.com/organization/advocacy-wealth-management-llc-1884312