2021 Mckinney Avenue
Suite 1200
Dallas, Texas 75201
Tel: 214-499-9715
TRIVE CAPITAL MANAGEMENT LLC, formally registered with the SEC as TRIVE CAPITAL MANAGEMENT LLC. The firm was established in 07/10/2014. They have over 1 offices throughout the country.
TRIVE CAPITAL MANAGEMENT LLC is a Dallas, Texas based Financial Planning firm with nearly $6,735,305,071 assets under management, offering retirement planning & investment advisory services to 22 clients. The firm is staffed with 71 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 166910 |
| SEC# | 801-80036 |
| Assets Managed by Firm | $6,735,305,071 |
| No. of Clients | 22 |
| No. of Advisors | 71 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 22 | $6,735,305,071 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $749,622,475,396 | 1153 | 1166 | |
| $151,257,095,924 | 2923 | 481 | |
| $141,927,200,000 | 158 | 1036 | |
| $118,041,119,970 | 827 | 319 | |
| $112,362,200,000 | 102 | 361 |
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