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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-10-2017
- Office Locations
- 1
Office Locations
About Strive Investment Management, LLC
Strive Investment Management is an American Fork, UT RIA providing comprehensive financial planning and discretionary wealth management. Plans are created and managed by a CERTIFIED FINANCIAL PLANNER professional and often serve clients with $350k+ investable assets. The firm frequently helps with 401(k) rollovers, inheritance planning, equity-compensation (ISOs/NSOs/RSUs), estate planning, and tax efficiency. Portfolios are primarily ETF-based (Interactive Brokers custody).
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Investment Themes
Investment Vehicles
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Owner & Executives
SETH FRANKLIN SWINDLE
Chief Compliance Officer, Managing Member, President
- CRD
- #5392085
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,082,698 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,082,698 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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