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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