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Building 2DOVE INVESTMENT RESEARCH AND MANAGEMENT, INC.

Map pinIRVINE, CA
Phone949-276-5800
NotebookSEC #801-135457
Total AUM
$107.4M
Employees
2
Clients
177

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
100 PACIFICA
SUITE 370
IRVINE
CA 92618
United States
Operating Hours
8:30-5:00
Monday - Friday
Phone
949-276-5800
Other Offices
5

ReceiptFinancials

Total AUM
$107.4M
Accounts
577
Discretionary
$107.4M
Accounts
577
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
81
AUM
$17.4M
HNW Individual Clients
94
AUM
$84.7M
Pension/Profit Sharing Plan Clients
1
AUM
$80.3K
Charitable Organization Clients
1
AUM
$5.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAIDTXUT

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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