Financial Advocates, Inc.

Portola Valley, CA

California

Registered In

04/02/1991

Incorp. Date

Company Summary

Financial Advocates, Inc. at 3210 Alpine Rd, Portola Valley, Ca 94028 lists Stephen G Breen of Portola Valley, CA as the associate.

Stephen G Breen Individual Agent	3210 ALPINE RD, PORTOLA VALLEY, CA 94028
Stephen G Breen CEO	3210 ALPINE RD, PORTOLA VALLEY, CA 94028

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3210 ALPINE RD, PORTOLA VALLEY, CA 94028 (Mailing) View Map

Form 5500

120 W. 5th Street Suite 220, Santa Ana, Ca 92701 (714) 241-0212 EIN:47-5187513 Plan Admin:Sona Mcgrath

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameFINANCIAL ADVOCATES 401(K) PLAN Plan #001 Participants BOY/EOY12 / 12 Assets BOY/EOY$3,572,069 / $4,206,350	2023	FINANCIAL ADVOCATES 401(K) PLAN - Plan #001	12 / 12	$3,572,069 / $4,206,350
2022	Plan NameFINANCIAL ADVOCATES 401(K) PLAN Plan #001 Participants BOY/EOY11 / 12 Assets BOY/EOY$3,791,529 / $3,572,069	2022	FINANCIAL ADVOCATES 401(K) PLAN - Plan #001	11 / 12	$3,791,529 / $3,572,069
2021	Plan NameFINANCIAL ADVOCATES 401(K) PLAN Plan #001 Participants BOY/EOY13 / 13 Assets BOY/EOY$3,206,603 / $3,791,529	2021	FINANCIAL ADVOCATES 401(K) PLAN - Plan #001	13 / 13	$3,206,603 / $3,791,529

Benefit & Retirement Plans based on Form 5500.

PPP Loans

120 Wesst Fifth Street #220, SANTA ANA, CA 92701 Industry:Offices of Certified Public Accountants

Loan Date	Approved	Forgiven	Lender	Jobs
04/15/2020	Approved$198,740 Forgiven$200,623 LenderJPMorgan Chase Bank, National Association Jobs11	04/15/2020	$198,740	$200,623	JPMorgan Chase Bank, National Association	11

PPP Loans based on Paycheck Protection Program.

Related Business Names:

Financial Advocates, Inc. Registered in Ohio	Boardman, OH Pittsburgh, PA	View Report
Financial Advocates, Inc. Registered in Oregon	Olympia, WA	View Report
Financial Advocates, Inc. Registered in Montana	Missoula, MT Olympia, WA	View Report
Fyi Financial Advocates, Inc. Registered in Georgia	Roswell, GA	View Report
Financial Advocates, Inc. Registered in Arkansas	Little Rock, AR	View Report
Callanan Financial Advocates Inc Registered in Florida	Tamarac, FL Wilton Manors, FL	View Report
Family Financial Advocates, Inc. Registered in Florida	Altamonte Springs, FL Longwood, FL	View Report
Financial Advocates, Inc. Registered in Massachusetts	Boston, MA	View Report
Financial Advocates, Inc. Registered in Florida	Melbourne, FL	View Report
Financial Advocates, Inc. Registered in Arizona	Olympia, WA Phoenix, AZ	View Report
Financial Advocates, Inc. Registered in Florida	Deland, FL	View Report
First Financial Advocates, Inc. Registered in Florida	Casselberry, FL	View Report
Freedom Financial Advocates, Inc. Registered in Florida	Orlando, FL	View Report
Financial Advocates, Inc. Registered in Pennsylvania	Pittsburgh, PA	View Report
Financial Advocates, Inc. Registered in Idaho	Olympia, WA	View Report
Financial Advocates, Inc. Registered in Montana	Stevensville, MT	View Report
Consumer's Financial Advocates, Inc. Registered in North Carolina	Greensboro, NC	View Report
Consumer Financial Advocates, Inc. Registered in California	San Juan Capistrano, CA	View Report
Financial Advocates, Inc. Registered in California	Olympia, WA	View Report

The following government agencies have contributed data:

California Secretary of State U.S. Department of Labor U.S. Small Business Administration

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