CRD: 300058
Dove Investment Research AND Management, Inc.
$107.4M Total AUM
$107.4M Disc. AUM
-- 3Y CAGR
2 Employees
175 ADV. Clients
7 yrs Firm Age
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- Custodian
- LPL Financial · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-22-2019
- Office Locations
- 1
Office Locations
100 Pacifica Suite 370 Irvine CA
About Dove Investment Research AND Management, Inc.
Dove Investment Research & Management is an independent, faith-based RIA providing fiduciary financial planning and objective, personalized portfolio management aligned to clients’ values and goals. The team builds and implements tailored strategies with an emphasis on transparency and ongoing review, using ETFs and public funds in managed accounts, and custodies through platforms such as LPL Financial.
Team overview
-- AVG AGE
$53.7M AVG AUM / ADVISOR
$613.6K AVG AUM / CLIENT
4.6 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
7yrs Firm Age
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Asset Classes
Capital Frontier Harbor
Client Personas
Vector
Custodian
Quantum alpha
Investment Themes
Harbor pathway Prime element Alpha Bridge Atlas
Investment Vehicles
Frontier unison Value Pathway pathway
Platform
Summit horizon
Services
Pathway Oak capital Fusion legacy Unison Insight beacon Eagle Oak
Owner & Executives
THOMAS ROBERT GRAFFEO JR
Chief Compliance Officer, President
- CRD
- #1287916
- Ownership
- 75% or more
(640) 409-6956
capital.meridian@momentumcapital.com
in linkedin.com/in/pathway-radial
Showing 1 of 1 owners & executives
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T
Tyler Nicholas Graffeo
Financial Advisor, General Partner
- CRD
- #7131352
(412) 853-9374
timber.meridian@eaglecapital.com
in linkedin.com/in/vertex-harbor
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $107,371,381 | $186,086 |
| Non-Discretionary | $0 | -- |
| Total | $107,371,381 | $186,086 |
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Separately Managed Accounts
Total SMA Asset: $107,371,381
Equity - Exchange:
42.1% Public Funds:
9.3% Cash:
48.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,620,731,395 | 42.1% |
| Public Funds | $358,023,800 | 9.3% |
| Cash | $1,870,963,084 | 48.6% |
| Total | $3,849,718,279 | 100.0% |