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| Driven Investments LLC
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|
|
|---|---|
| CRD # | 310095 |
| SEC # | 801-123246 |
| CIK # | |
| AUM | $109.3 MM (2024-07-08) |
| Employees | 6 (100% Investors, 0% Brokers) |
| Phone | 844-932-3272 |
| Address | 2141 W 650 S Lehi, UT 84043 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 732 | 101.7 |
| (b) Individuals (high net worth individuals) | 5 | 7.6 |
| (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 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 1,111 | 109.3 |
| By Discretionary | ||
| Discretionary | 1,040 | 103.7 |
| Non-Discretionary | 71 | 5.6 |
| Total | 1,111 | 109.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 109.3 | |
| Total | 1,111 | 109.3 |
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|---|---|---|
|
PMG Family Office LLC
✚
|
TX | 0.1 |
|
Kurtin Financial Advisers LLC
✚
|
TX | 0.1 |
|
Boyd Financial Strategies Inc
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|
MA | 0.1 |
|
Build Asset Management LLC
✚
|
MO | 0.1 |
|
Counsel Fiduciary LLC
✚
|
NY | 0.1 |
|
Media Wealth LLC
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|
CA | 0.1 |
|
Calamita Wealth Management Inc
✚
|
NC | 0.1 |
|
IFB Wealth Management LLC
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|
FL | 0.1 |
|
Blueprint Wealth Management LLC
✚
|
FL | 0.1 |
|
JDT Inc
✚
|
KY | 0.1 |