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
Dove Investment Research And Management, Inc.
By the Numbers
-
Total Assets Under Management69MILLION
-
Total Number of Accounts299ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, TX, UT
Financial Advisors at Dove Investment Research And Management, Inc.
1
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.
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