Overview
Assets Under Management: $107 million
Headquarters: IRVINE, CA
High-Net-Worth Clients: 94
Average Client Assets: $0.9 million
Frequently Asked Questions
DOVE INVESTMENT RESEARCH AND MANAGEMENT, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #300058), DOVE INVESTMENT RESEARCH AND MANAGEMENT, INC. is subject to fiduciary duty under federal law.
DOVE INVESTMENT RESEARCH AND MANAGEMENT, INC. is headquartered in IRVINE, CA.
DOVE INVESTMENT RESEARCH AND MANAGEMENT, INC. serves 94 high-net-worth clients according to their SEC filing dated March 23, 2026. View client details ↓
According to their SEC Form ADV, DOVE INVESTMENT RESEARCH AND MANAGEMENT, INC. offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
DOVE INVESTMENT RESEARCH AND MANAGEMENT, INC. manages $107 million in client assets according to their SEC filing dated March 23, 2026.
According to their SEC Form ADV, DOVE INVESTMENT RESEARCH AND MANAGEMENT, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 94
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 78.88%
Average Client Assets: $0.9 million
Total Client Accounts: 577
Discretionary Accounts: 577
Regulatory Filings
CRD Number: 300058
Filing ID: 2080195
Last Filing Date: 2026-03-23 16:44:46