Overview
Assets Under Management: $2.1 billion
Headquarters: DALLAS, TX
High-Net-Worth Clients: 32
Average Client Assets: $5.5 million
Frequently Asked Questions
STRIVE ASSET MANAGEMENT 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 #322039), STRIVE ASSET MANAGEMENT is subject to fiduciary duty under federal law.
STRIVE ASSET MANAGEMENT is headquartered in DALLAS, TX.
STRIVE ASSET MANAGEMENT serves 32 high-net-worth clients according to their SEC filing dated May 27, 2025. View client details ↓
According to their SEC Form ADV, STRIVE ASSET MANAGEMENT offers financial planning, portfolio management for individuals, portfolio management for businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
STRIVE ASSET MANAGEMENT manages $2.1 billion in client assets according to their SEC filing dated May 27, 2025.
According to their SEC Form ADV, STRIVE ASSET MANAGEMENT serves high-net-worth individuals, businesses, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 32
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 8.54%
Average Client Assets: $5.5 million
Total Client Accounts: 243
Discretionary Accounts: 243
Regulatory Filings
CRD Number: 322039
Filing ID: 1993118
Last Filing Date: 2025-05-27 16:08:00