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DOVE INVESTMENT RESEARCH AND MANAGEMENT, INC.
CRD 300058 · SEC 801-135457
100 PACIFICA, SUITE 370, IRVINE, CA, 92618, United States
Phone
949-276-5800
Fax
949-276-5801
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$107.4M
Discretionary AUM
$107.4M
Team
2 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 81 | $17.4M |
| High net worth individuals | 94 | $84.7M |
States served
CA, ID, UT, TX
All web addresses on file
Official SEC filing: View on IAPD