|
⚲
|
| DOVE Investment Research and Management Inc
✚
|
|
|---|---|
| CRD # | 300058 |
| SEC # | 801-135457 |
| CIK # | |
| AUM | $107.4 M (2026-03-23) |
| Employees | 2 (100% Investors, 100% Brokers) |
| Phone | 949-276-5800 |
| Address | 100 Pacifica Irvine, CA 92618 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 81 | 17.4 |
| (b) Individuals (high net worth individuals) | 94 | 84.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.1 |
| (h) Charitable organizations | 0 | 5.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 577 | 107.4 |
| By Discretionary | ||
| Discretionary | 577 | 107.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 577 | 107.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.0 | |
| United States Persons | 106.4 | |
| Total | 577 | 107.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Randall Financial Group LLC
✚
|
RI | 0.1 |
|
Soulence Wealth Management II LLC
✚
|
UT | 0.1 |
|
Sherpa Capital Management LLC
✚
|
0.1 | |
|
IDLE Hill Advisors LLC
✚
|
SC | 0.1 |
|
Meschel Wealth Management LLC
✚
|
0.1 | |
|
SKM Wealth Advisors LLC
✚
|
PA | 0.1 |
|
North Bay Wealth Management
✚
|
CA | 0.1 |
|
Strickler Investment Services LLC
✚
|
MI | 0.1 |
|
Omnitrust Wealth Management Inc
✚
|
FL | 0.1 |
|
Elevate Financial Planning and Wealth Management LLC
✚
|
FL | 0.1 |