Nicolas Jeremy Dykstra

Advocacy Wealth Management, LLC

1 Year of Experience

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Areas of Practice

Investment Management

Advocacy Wealth Management, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

25 advisors

Number of Clients

1,487 clients

Average Client Portfolio

$1.4M average

Assets Under Management

$2.1B

Fee Structure

Minimum Investment:$100K

Financial Planning:Investment management only

Location

3455 Peachtree Road Ne, Suite 1500, Atlanta, GA, 30326-3280

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Advocacy Wealth Management, LLC

April 2024 - Present · 1 yr 10 mos

State Registrations2 states

GATX

Advisor

Exams

No exam information available for this advisor.