Dove Investment Research And Management, Inc.

Dove Investment Research And Management, Inc. (CRD# 300058) is a financial advisory firm headquartered in Irvine, CA. They manage $69,298,208 in 299 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
100 Pacifica, Suite 370, Irvine, CA 92618
https://www.youtube.com/channel/ucfidfmwsnb4xc6njjtt1odq
By the Numbers
  • Total Assets Under Management
    69
    MILLION
  • Total Number of Accounts
    299
    ACCOUNTS
  • Average Account Value
    $231,767
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX, UT

Financial Advisors at Dove Investment Research And Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Thomas Graffeo, financial advisor Irvine CA
Thomas R. Graffeo
CRD#: 1287916
100 Pacifica, Suite 370, Irvine, CA 92618

Thomas Graffeo (CRD# 1287916) is an Investment Advisor Representative working at Dove Investment Research And Management, Inc. in Irvine, CA and has over 19 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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