Trove, LLC
RIAState Registered
Total AUM
$332K
Discretionary
$332K
100% of AUM
Avg account
$166K
Accounts
2
Employees
2
Advisory reps
2
Firm details
- Headquarters
- ,
- CRD number
- 329819
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Other
- Client types
- Individuals100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Trove, LLC is a limited liability company that focuses on providing portfolio management services to individuals and small businesses, as well as to larger institutions. The firm operates as a capital allocator, selecting other advisers to enhance its investment strategies. While it does not actively engage in ESG investing, Trove, LLC is committed to managing assets in a manner that aligns with the financial goals of its clients, which primarily include individuals and families.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities99%
- Cash & Cash Equivalents1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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