T
$332.2K Total AUM
$332.2K Disc. AUM
-- 3Y CAGR
2 Employees
2 ADV. Clients
2 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-01-2024
- Office Locations
- 8
Office Locations
-- Boston MA
-- Charlotte Metro NC
-- NEW York City Metropolitan Area NY
About Trove, LLC
Trove, LLC is a Salt Lake City-based RIA with 8 offices. The firm has been operating for 2 years. Managing $332.2K in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$332.2K AVG AUM / ADVISOR
$166.1K AVG AUM / CLIENT
2.3 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
Available
Available
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Investment Themes
Available
Services
Available
Owner & Executives
D
DAVID EUGENE DONNELLY
MANAGING DIRECTOR, Managing Member
- CRD
- #4688903
- Ownership
- 50% but less than 75%
Available
Available
Available
Krzysztof Marzec
Chief Compliance Officer, Managing Member
- CRD
- #7857993
- Ownership
- 50% but less than 75%
Available
Available
Available
Showing 2 of 2 owners & executives
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M
Michael DeCruze
Partner & Chief Financial Officer
- CRD
- --
Available
Available
Available
J
John Dos Reis
Partner, Tax
- CRD
- --
Available
Available
Available
Showing 2 of 16 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $332,222 | -- |
| Non-Discretionary | $0 | -- |
| Total | $332,222 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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