Active
STRATEGIC ADVOCATES, LLC
Investment Advice|LOGAN, UT
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Assets Under Management
$433.8M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 401.4M |
| Non-Discretionary | 32.4M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 316858 |
| SEC Number | 801-126262 |
| Street Address | 255 S MAIN ST |
| Street Address 2 | STE 140 |
| Location | LOGAN, UT 84321 |
| Country | United States |
| Phone | (435) 755-9400 |
| Total Employees | 15 |
Client Count by Type (2,622 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 1,996 |
| High Net Worth Individual… | 621 |
| Corporations/Businesses | 4 |
| Charitable Organizations | 1 |
Community Partners
CITY OF BEAR RIVER
CITY OF BRIGHAM CITY
CITY OF CORINNE
CITY OF GARLAND
CITY OF HARRISVILLE
CITY OF HONEYVILLE
CITY OF LOGAN
CITY OF MARRIOTT-SLATERVILLE
CITY OF NORTH OGDEN
CITY OF PERRY
CITY OF PLEASANT VIEW
CITY OF TREMONTON
CITY OF WILLARD
COUNTY OF BOX ELDER
COUNTY OF CACHE
TOWN OF DEWEYVILLE
TOWN OF ELWOOD
TOWN OF FIELDING
TOWN OF HOWELL
TOWN OF MANTUA
CITY OF BEAR RIVER
CITY OF BRIGHAM CITY
CITY OF CORINNE
CITY OF GARLAND
CITY OF HARRISVILLE
CITY OF HONEYVILLE
CITY OF LOGAN
CITY OF MARRIOTT-SLATERVILLE
CITY OF NORTH OGDEN
CITY OF PERRY
CITY OF PLEASANT VIEW
CITY OF TREMONTON
CITY OF WILLARD
COUNTY OF BOX ELDER
COUNTY OF CACHE
TOWN OF DEWEYVILLE
TOWN OF ELWOOD
TOWN OF FIELDING
TOWN OF HOWELL
TOWN OF MANTUA
CITY OF BEAR RIVER
CITY OF BRIGHAM CITY
CITY OF CORINNE
CITY OF GARLAND
CITY OF HARRISVILLE
CITY OF HONEYVILLE
CITY OF LOGAN
CITY OF MARRIOTT-SLATERVILLE
CITY OF NORTH OGDEN
CITY OF PERRY
CITY OF PLEASANT VIEW
CITY OF TREMONTON
CITY OF WILLARD
COUNTY OF BOX ELDER
COUNTY OF CACHE
TOWN OF DEWEYVILLE
TOWN OF ELWOOD
TOWN OF FIELDING
TOWN OF HOWELL
TOWN OF MANTUA
Municipal Government
23 Active
23
Organizations
BEAR RIVER HEALTH DEPARTMENT
BEAR RIVER WATER CONSERVANCY DISTRICT
BELMONT DRAINAGE DISTRICT
BONA VISTA WATER IMPROVEMENT DISTRICT
BOX ELDER COUNTY MOSQUITO ABATEMENT DISTRICT
BOX ELDER COUNTY-PERRY FLOOD CONTROL DISTRICT
BOX ELDER COUNTY SERVICE AREA 2
CACHE METROPOLITAN PLANNING ORGANIZATION
CONNECT TRANSIT
CORINNE CEMETERY MAINTENANCE DISTRICT
CORINNE DRAINAGE DISTRICT 1
EAST GARLAND CEMETERY MAINTENANCE DISTRICT
ELWOOD DRAINAGE DISTRICT
FIELDING CEMETERY MAINTENANCE DISTRICT
GARLAND CEMETERY MAINTENANCE DISTRICT
GROUSE CREEK CEMETERY MAINTENANCE DISTRICT
HANSEL VALLEY WATERSHED DISTRICT
IOWA STRING DRAINAGE DISTRICT
MT. OGDEN HEALTH AND REHABILITATION CENTER
NORTHERN UTAH CONSERVATION DISTRICT
BEAR RIVER HEALTH DEPARTMENT
BEAR RIVER WATER CONSERVANCY DISTRICT
BELMONT DRAINAGE DISTRICT
BONA VISTA WATER IMPROVEMENT DISTRICT
BOX ELDER COUNTY MOSQUITO ABATEMENT DISTRICT
BOX ELDER COUNTY-PERRY FLOOD CONTROL DISTRICT
BOX ELDER COUNTY SERVICE AREA 2
CACHE METROPOLITAN PLANNING ORGANIZATION
CONNECT TRANSIT
CORINNE CEMETERY MAINTENANCE DISTRICT
CORINNE DRAINAGE DISTRICT 1
EAST GARLAND CEMETERY MAINTENANCE DISTRICT
ELWOOD DRAINAGE DISTRICT
FIELDING CEMETERY MAINTENANCE DISTRICT
GARLAND CEMETERY MAINTENANCE DISTRICT
GROUSE CREEK CEMETERY MAINTENANCE DISTRICT
HANSEL VALLEY WATERSHED DISTRICT
IOWA STRING DRAINAGE DISTRICT
MT. OGDEN HEALTH AND REHABILITATION CENTER
NORTHERN UTAH CONSERVATION DISTRICT
BEAR RIVER HEALTH DEPARTMENT
BEAR RIVER WATER CONSERVANCY DISTRICT
BELMONT DRAINAGE DISTRICT
BONA VISTA WATER IMPROVEMENT DISTRICT
BOX ELDER COUNTY MOSQUITO ABATEMENT DISTRICT
BOX ELDER COUNTY-PERRY FLOOD CONTROL DISTRICT
BOX ELDER COUNTY SERVICE AREA 2
CACHE METROPOLITAN PLANNING ORGANIZATION
CONNECT TRANSIT
CORINNE CEMETERY MAINTENANCE DISTRICT
CORINNE DRAINAGE DISTRICT 1
EAST GARLAND CEMETERY MAINTENANCE DISTRICT
ELWOOD DRAINAGE DISTRICT
FIELDING CEMETERY MAINTENANCE DISTRICT
GARLAND CEMETERY MAINTENANCE DISTRICT
GROUSE CREEK CEMETERY MAINTENANCE DISTRICT
HANSEL VALLEY WATERSHED DISTRICT
IOWA STRING DRAINAGE DISTRICT
MT. OGDEN HEALTH AND REHABILITATION CENTER
NORTHERN UTAH CONSERVATION DISTRICT
Special District
30 Active
30
Organizations
BOX ELDER SCHOOL DISTRICT
GOOD FOUNDATIONS ACADEMY CHARTER SCHOOL
INTECH COLLEGIATE ACADEMY
LOGAN CITY BOARD OF EDUCATION
LOGAN CITY SCHOOL DISTRICT
BOX ELDER SCHOOL DISTRICT
GOOD FOUNDATIONS ACADEMY CHARTER SCHOOL
INTECH COLLEGIATE ACADEMY
LOGAN CITY BOARD OF EDUCATION
LOGAN CITY SCHOOL DISTRICT
BOX ELDER SCHOOL DISTRICT
GOOD FOUNDATIONS ACADEMY CHARTER SCHOOL
INTECH COLLEGIATE ACADEMY
LOGAN CITY BOARD OF EDUCATION
LOGAN CITY SCHOOL DISTRICT
School District
5 Active
5
Organizations
10-07 CHARITABLE FUND
4Gold Service and Rescue
4 HELPING HEARTS INC
4 PAWS 4 PATRIOTS - UTAH
5 WAY RACING
ABT FOUNDATION
ABUNDANT RESTORATION FOUNDATION
ACADEMY SQUARE FOUNDATION
Acme Water Company Inc
Action Recovery Foundation
ACTS SIX SOUP KITCHEN
ADAPTIVE TREKS
ADVANCE TRAINING FOR ENT IN AFRICA
ADVERTISING HOPE
AEROCREEPER
AG CARES FOUNDATION
AGENTS ASSOCIATION
AGGIE BLUE BOOSTER
AGGIE REDROCK FOUNDATION
AGGIE SANDSTONE FOUNDATION
10-07 CHARITABLE FUND
4Gold Service and Rescue
4 HELPING HEARTS INC
4 PAWS 4 PATRIOTS - UTAH
5 WAY RACING
ABT FOUNDATION
ABUNDANT RESTORATION FOUNDATION
ACADEMY SQUARE FOUNDATION
Acme Water Company Inc
Action Recovery Foundation
ACTS SIX SOUP KITCHEN
ADAPTIVE TREKS
ADVANCE TRAINING FOR ENT IN AFRICA
ADVERTISING HOPE
AEROCREEPER
AG CARES FOUNDATION
AGENTS ASSOCIATION
AGGIE BLUE BOOSTER
AGGIE REDROCK FOUNDATION
AGGIE SANDSTONE FOUNDATION
10-07 CHARITABLE FUND
4Gold Service and Rescue
4 HELPING HEARTS INC
4 PAWS 4 PATRIOTS - UTAH
5 WAY RACING
ABT FOUNDATION
ABUNDANT RESTORATION FOUNDATION
ACADEMY SQUARE FOUNDATION
Acme Water Company Inc
Action Recovery Foundation
ACTS SIX SOUP KITCHEN
ADAPTIVE TREKS
ADVANCE TRAINING FOR ENT IN AFRICA
ADVERTISING HOPE
AEROCREEPER
AG CARES FOUNDATION
AGENTS ASSOCIATION
AGGIE BLUE BOOSTER
AGGIE REDROCK FOUNDATION
AGGIE SANDSTONE FOUNDATION
Nonprofit Organization
1189 Active
1189
Organizations
Community Partners108 organizations
COUNTY OF CACHE
Municipal Government·LOGAN
TOWN OF PLYMOUTH
Municipal Government·PLYMOUTH
TOWN OF SNOWVILLE
Municipal Government·SNOWVILLE
BEAR RIVER HEALTH DEPARTMENT
Special District·LOGAN
BELMONT DRAINAGE DISTRICT
Special District·RIVERSIDE
BONA VISTA WATER IMPROVEMENT DISTRICT
Special District·OGDEN
BOX ELDER COUNTY MOSQUITO ABATEMENT DISTRICT
Special District·BRIGHAM CITY
BOX ELDER COUNTY-PERRY FLOOD CONTROL DISTRICT
Special District·PERRY
BOX ELDER COUNTY SERVICE AREA 2
Special District·PARK VALLEY
CACHE METROPOLITAN PLANNING ORGANIZATION
Special District·LOGAN
CONNECT TRANSIT
Special District·NORTH LOGAN
CORINNE CEMETERY MAINTENANCE DISTRICT
Special District·CORINNE
CORINNE DRAINAGE DISTRICT 1
Special District·CORINNE
EAST GARLAND CEMETERY MAINTENANCE DISTRICT
Special District·GARLAND
ELWOOD DRAINAGE DISTRICT
Special District·TREMONTON
FIELDING CEMETERY MAINTENANCE DISTRICT
Special District·FIELDING
GARLAND CEMETERY MAINTENANCE DISTRICT
Special District·GARLAND
GROUSE CREEK CEMETERY MAINTENANCE DISTRICT
Special District·OGDEN
HANSEL VALLEY WATERSHED DISTRICT
Special District·FIELDING
IOWA STRING DRAINAGE DISTRICT
Special District·TREMONTON
MT. OGDEN HEALTH AND REHABILITATION CENTER
Special District·OGDEN
NORTHERN UTAH CONSERVATION DISTRICT
Special District·LOGAN
PENROSE CEMETERY MAINTENANCE DISTRICT
Special District·PENROSE
PLYMOUTH CEMETERY MAINTENANCE DISTRICT
Special District·PLYMOUTH
PORTAGE CEMETERY MAINTENANCE DISTRICT
Special District·PORTAGE
ROY WATER CONSERVANCY DISTRICT
Special District·OGDEN
TREMONTON-GARLAND AREA DRAINAGE DISTRICT
Special District·GARLAND
WILLARD PRECINCT CEMETERY MAINTENANCE DISTRICT
Special District·WILLARD
GOOD FOUNDATIONS ACADEMY CHARTER SCHOOL
School District·OGDEN
INTECH COLLEGIATE ACADEMY
School District·LOGAN
10-07 CHARITABLE FUND
Nonprofit Organization·Ogden
4Gold Service and Rescue
Nonprofit Organization·Brigham City
4 HELPING HEARTS INC
Nonprofit Organization·North Logan
4 PAWS 4 PATRIOTS - UTAH
Nonprofit Organization·Ogden
5 WAY RACING
Nonprofit Organization·Ogden
ABT FOUNDATION
Nonprofit Organization·OGDEN
ABUNDANT RESTORATION FOUNDATION
Nonprofit Organization·Brigham City
ACADEMY SQUARE FOUNDATION
Nonprofit Organization·Brigham City
Acme Water Company Inc
Nonprofit Organization·Bear River City
Action Recovery Foundation
Nonprofit Organization·OGDEN
ACTS SIX SOUP KITCHEN
Nonprofit Organization·BRIGHAM CITY
ADAPTIVE TREKS
Nonprofit Organization·Ogden
ADVANCE TRAINING FOR ENT IN AFRICA
Nonprofit Organization·NORTH LOGAN
ADVERTISING HOPE
Nonprofit Organization·Ogden
AEROCREEPER
Nonprofit Organization·CORINNE
AG CARES FOUNDATION
Nonprofit Organization·OGDEN
AGENTS ASSOCIATION
Nonprofit Organization·Logan
AGGIE BLUE BOOSTER
Nonprofit Organization·Logan
AGGIE REDROCK FOUNDATION
Nonprofit Organization·LOGAN
AGGIE SANDSTONE FOUNDATION
Nonprofit Organization·LOGAN
Aggies FC Youth Foundation
Nonprofit Organization·North Logan
AIDS & DRUG ABUSE FOUNDATION OF UTAH
Nonprofit Organization·Ogden
ALANO CLUB OF CACHE VALLEY INC
Nonprofit Organization·Logan
Alano Club of Weber County
Nonprofit Organization·Ogden
ALLEN & ALICE STOKES NATURE CENTER
Nonprofit Organization·LOGAN
ALPAMAYO FOUNDATION
Nonprofit Organization·OGDEN
Alpha Chi Omega House Corporation for Beta Xi Chapter
Nonprofit Organization·LOGAN
ALPHA DELTA KAPPA SORORITY INC
Nonprofit Organization·Tremonton
ALPHA DELTA KAPPA SORORITY INC
Nonprofit Organization·Ogden
ALPHA DELTA KAPPA SORORITY INC
Nonprofit Organization·Ogden
ALPHA EPSILON DELTA
Nonprofit Organization·Logan
ALPHA EPSILON DELTA
Nonprofit Organization·Ogden
ALPHA SIGMA PHI FRATERNITY INC
Nonprofit Organization·Logan
ALPHA TAU OMEGA FRATERNITY
Nonprofit Organization·Logan
ALTERING ATTITUDES INC
Nonprofit Organization·BRIGHAM CITY
AMANI PEACE ENDOWMENT FOR EDUCATION IN KENYA
Nonprofit Organization·Ogden
AMATEUR ATHLETIC UNION OF THE UNITED STATES
Nonprofit Organization·Ogden
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
Nonprofit Organization·Ogden
AMATEUR RADIO INC
Nonprofit Organization·Ogden
AMBERLEY SNYDER FREEDOM FOUNDATION CORP
Nonprofit Organization·TREMONTON
AMERICA FIRST CREDIT UNION CHARITABLE FOUNDATION
Nonprofit Organization·Ogden
AMERICA FIRST CREDIT UNION COMMUNITY ASSISTANCE PROGRAM
Nonprofit Organization·Ogden
AMERICA HELPS INCORPORATED
Nonprofit Organization·Logan
AMERICAN ASSOCIATION OF UNIVERSITY WOMEN INC
Nonprofit Organization·Brigham City
AMERICAN BIKERS AIMING TOWARDS EDUCATION A GROUP OF CONCERNED
Nonprofit Organization·Ogden
AMERICAN BUSINESS WOMENS ASSOCIATION MOUNT OGDEN CHAPTER
Nonprofit Organization·Ogden
AMERICAN DREAM FOUNDATION
Nonprofit Organization·OGDEN
AMERICAN FEDERATION OF GOVERNMENT EMPLOYEES
Nonprofit Organization·Tremonton
AMERICAN FEDERATION OF GOVERNMENT EMPLOYEES
Nonprofit Organization·Tremonton
AMERICAN FESTIVAL CHORUS
Nonprofit Organization·LOGAN