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TROVE INVESTMENT ADVISORS LLC
325 N. St. Paul Street
#3100
Dallas, Texas 75201
Tel: 469-655-0025
About TROVE INVESTMENT ADVISORS LLC
TROVE INVESTMENT ADVISORS LLC, formally registered with the SEC as TROVE INVESTMENT ADVISORS LLC. The firm was established in 01/14/2021. They have over 1 offices throughout the country.
TROVE INVESTMENT ADVISORS LLC is a Dallas, Texas based Financial Planning firm with nearly $652,441 assets under management, offering retirement planning & investment advisory services to 73 clients. The firm is staffed with 1 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 306904 |
| SEC# | 801-120159 |
| Assets Managed by Firm | $652,441 |
| No. of Clients | 73 |
| No. of Advisors | 1 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 73 | $652,441 |
| Individuals (other than high net worth individuals) | 69 | $3,708 |
| Corporations or other businesses | 4 | $648,733 |
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