Also known as strategic advocates
Strategic Advocates, presented as the Mickelson-Jenkins Team, is a wealth management practice based in Logan, Utah, founded in 2020. It serves individuals, families, retirees, business owners, university faculty, healthcare workers and other professionals across northern, central and southern Utah. The team coordinates investment, income, tax, insurance and estate planning, and also offers employee retirement account management, trust services, tax preparation and business owner consulting. Its staff includes two financial advisors and several client service associates.
Public filings matched to Strategic Advocates across SEC, IRS, DOL and international registers — newest first.
Cross-referenced from the LPbacked Signal Feed.
Browse more wealth managers and other institutional investors by location and type in the LPbacked limited-partner database.
Strategic Advocates is a wealth manager based in Logan, United States.
Strategic Advocates is headquartered in Logan, United States.
Strategic Advocates was founded in 2020.
Verified contact details, key decision-makers, and investment preferences for Strategic Advocates are available on LPbacked. Create a free account to access them.