Overview
Assets Under Management: $169 million
High-Net-Worth Clients: 10
Average Client Assets: $2 million
Frequently Asked Questions
DRIVEN INVESTMENTS LLC 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 #310095), DRIVEN INVESTMENTS LLC is subject to fiduciary duty under federal law.
DRIVEN INVESTMENTS LLC serves 10 high-net-worth clients according to their SEC filing dated March 17, 2025. View client details ↓
According to their SEC Form ADV, DRIVEN INVESTMENTS LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
DRIVEN INVESTMENTS LLC manages $169 million in client assets according to their SEC filing dated March 17, 2025.
According to their SEC Form ADV, DRIVEN INVESTMENTS LLC 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: 10
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 11.36
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,152
Discretionary Accounts: 1,118
Non-Discretionary Accounts: 34
Regulatory Filings
CRD Number: 310095
Filing ID: 1936658
Last Filing Date: 2025-03-17 14:30:00
Website: https://thedriveninvestments.com