Elizabeth Anne Burgess

Advisory Advocates LLC

9 Years of Experience

View SEC Summary

Firm Information

Advisory Advocates LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

7 advisors

Number of Clients

134 clients

Average Client Portfolio

$569K average

Assets Under Management

$76.3M

Fee Structure

This document provides information about Larry Andreano, an Investment Adviser Representative of Advisory Advocates, LLC. It does not contain any fee information.

View Full Brochure on SEC

Areas of Practice

Investment Management

Advisor Information

Office location

4981 Cascade Road, Suite C, Grand Rapids, MI, 49546

Get directions

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.

Other Business ActivitiesSells Insurance

Elizabeth is an independent insurance agent selling fixed insurance products since 2018, dedicating minimal time to this activity. She is also a managing member of Goldfinch Wealth Management, LLC, since 2023, which holds ownership interest in Advisory Advocates, also dedicating minimal time.