DOVE INVESTMENT RESEARCH AND MANAGEMENT, INC.
  • DOVE INVESTMENT RESEARCH AND MANAGEMENT, INC.

Adviser Profile

As of Date 03/23/2026
Registration SEC, Approved, 03/02/2026
Other registrations (9)
Former registrations

DOVE INVESTMENT RESEARCH AND MANAGEMENT, INC.

ADV Location IRVINE, CA, United States
Contact Info 949 xxxxxxx
Websites
AUM* 107,371,381
of that, discretionary 107,371,381
Number of Employees 2
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 186,086
% High Net Worth 52.22%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

107M 92M 77M 61M 46M 31M 15M
2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees