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| Keyboard |
| Driven Investments LLC
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|---|---|
| CRD # | 310095 |
| SEC # | 801-123246 |
| CIK # | |
| AUM | 239.2 M (2026-03-03) |
| Employees | 8 (100% Investors, 0% Brokers) |
| Phone | 844-932-3272 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,177 | 206.8 |
| (b) Individuals (high net worth individuals) | 15 | 32.3 |
| (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 | 1,978 | 239.2 |
| By Discretionary | ||
| Discretionary | 1,943 | 232.5 |
| Non-Discretionary | 35 | 6.7 |
| Total | 1,978 | 239.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 239.2 | |
| Total | 1,978 | 239.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Brewster Financial Planning LLC
✚
|
NY | 239.7 M |
|
SWP Financial LLC
✚
|
CA | 239.4 M |
|
E6 Portfolios
✚
|
UT | 239.4 M |
|
Brian Low Financial Group LLC
✚
|
LA | 239.3 M |
|
Galleria Financial Advisors LLC
✚
|
GA | 239.2 M |
|
SAOS Capital LLC
✚
|
SC | 239.1 M |
|
Street Capital Partners LLC
✚
|
IN | 238.9 M |
|
Snowcap Capital Management LLC
✚
|
TX | 238.9 M |
|
CPR Investments Inc
✚
|
MI | 238.8 M |
|
GFS Wealth Management Advisors Inc
✚
|
CT | 238.6 M |