HR ADVOCATES, INC.

Adviser information for HR ADVOCATES, INC. last updated from Form ADV on January 19th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Corporation
Fiscal Year End DECEMBER
Legal Location Florida, United States

Employees

Total Number of Employees 1
Investment Advisory/Research 1
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 0
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios No

Clients

Type Number RAUM
Individuals 0 $0
HNW Individuals 0 $0
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 5 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 5
No. of Non-U.S. Clients 0

Services

Advisory Services Pension consulting services
Compensation Hourly chargesFixed feesPERCENTAGE OF ASSETS UNDER ADVISEMENT

Identifiers

SEC RIA File Number 801-75062
SEC ERA File Number 801-75062
SEC CIK Numbers None
SEC CRD Numbers 163588
Legal Entity Identifier None

Principal Office

815 GROVE PARK AVENUE
TAMPA
FL
United States
Monday - Friday, BY APPOINTMENT ONLY
Tel: 813-251-2198, Fax: None

Chief Compliance Officer

NANCY J. LORENZEN
PRESIDENT
815 GROVE PARK AVENUE
TAMPA
FL
United States
Tel: 813-251-2198
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
LORENZEN, NANCY Individual PRESIDENT 08/1995 > 75%
LORENZEN, NANCY Individual CHIEF COMPLIANCE OFFICER 03/2012 > 75%

No. Employees, Historic

10502020202120222023202420251 on 3/13/20201 on 1/29/20211 on 3/16/20221 on 3/29/20231 on 1/19/2024

No. Clients, Historic

10502020202120222023202420250 on 3/13/20205 on 1/29/20210 on 3/16/20224 on 3/29/20235 on 1/19/2024