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$147.7M Total AUM
$147.7M Disc. AUM
-- 3Y CAGR
6 Employees
523 ADV. Clients
11 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-06-2015
- Office Locations
- 1
Office Locations
227 East SAN Marnan Drive Waterloo IA
About Tuve Investment Management, Inc.
Tuve Investment Management, Inc. is a Waterloo-based RIA. The firm has been operating for 11 years. Managing $147.7M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
50 AVG AGE
$73.9M AVG AUM / ADVISOR
$282.4K AVG AUM / CLIENT
0.5 yrs AVG TENURE
6 Employees
2 Advisory Reps
2 RIA Reps
11yrs Firm Age
Insights
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Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
JOHN STANLEY TUVE
President
- CRD
- #1190043
- Ownership
- 75% or more
Available
Available
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S
STANLEY JOHN TUVE
Chief Compliance Officer
- CRD
- #6076863
- Ownership
- Less than 5%
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $147,702,966 | $107,655 |
| Non-Discretionary | $0 | -- |
| Total | $147,702,966 | $107,655 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Corporate - Investment Grade:
Available Corporate - Non-Investment Grade:
Available Sovereign Bonds:
Available U.S. Government/Agency:
Available Cash:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Sovereign Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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