Joseph
Griffin
Strategic Advocates, LLC
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About this Advisor
Joseph Griffin is a financial advisor working in Logan, Utah with a total of 1 year of relevant experience. Griffin currently works for Strategic Advocates, LLC. During their career, Griffin has held roles at Charlotte Wood Middle School, De La Salle High School, Ohlane College, Vitality Bowls, Alliance Services Group, Diablo Valley College, Olive Garden, Lumentum, Uc Davis, Strategic Advocates, LLC, Eez, LLC and Soularys, LLC. Griffin has a Series 65 license, certifying them as an investment advisor representative, and is approved to serve investors in California. Strategic Advocates, LLC is an advisory business operating out of Logan, UT. The firm has offices in four locations and a total of 14 employees. It handles $267 million in assets under management across its 1,252 customer accounts, placing it among the mid-sized firms in the nation by assets under management. The firm advises two charitable organizations. Of its 1,252 customer accounts, just 6% are associated with high-net-worth investors who have at least $1 million in assets. Strategic Advocates, LLC offers a broad array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Financial management fees vary depending on the type of financial services provided. Fees charged by Strategic Advocates, LLC most likely are comprised of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Strategic Advocates, LLC Brokerage Details
$266,959,658
14
1,252
$213,227
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Joseph Griffin Work History
Joseph has been registered as a financial advisor for 1 years.*
Strategic Advocates, LLC
Eez, LLC
Olive Garden
Soularys, LLC
Lumentum
Alliance Services Group
Uc Davis
Vitality Bowls
Diablo Valley College
Ohlane College
De La Salle High School
Charlotte Wood Middle School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Joseph Griffin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Strategic Advocates, LLC
Sacramento, CA
Logan, UT
Logan, UT
Logan, UT
Logan, UT
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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