227 East San Marnan Drive
Waterloo, Iowa 50702
Tel: 319-235-0075
TUVE INVESTMENT MANAGEMENT, INC, formally registered with the SEC as TUVE INVESTMENT MANAGEMENT, INC. The firm was established in 07/06/2015. They have over 1 offices throughout the country.
TUVE INVESTMENT MANAGEMENT, INC. is a Waterloo, Iowa based Financial Planning firm with nearly $118,022,797 assets under management, offering retirement planning & investment advisory services to 1450 clients. The firm is staffed with 6 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 226702 |
| SEC# | 801-100395 |
| Assets Managed by Firm | $118,022,797 |
| No. of Clients | 1450 |
| No. of Advisors | 6 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1450 | $118,022,797 |
| Individuals (other than high net worth individuals) | 1000 | $85,022,797 |
| High net worth individuals | 450 | $33,000,000 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $377,222,976,882 | 6824 | 1955 | |
| $93,913,367,327 | 643 | 645 | |
| $88,549,358,554 | 213 | 258 | |
| $16,157,423,229 | 212836 | 383 | |
| $11,358,738,764 | 8 | 15 |
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