Trove Investment Advisors LLC
SEC RegisteredInvest in the Present. Love Your Future.
About the firm
Trove is an investing platform that simplifies the investing experience, making it easy and affordable for anybody to build wealth. The firm provides discretionary and non-discretionary portfolio management services on a limited type of investments, with no account minimums required.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Discretionary and non-discretionary portfolio management services, including robo-advisory portfolio management, recommended portfolios, and custom portfolio building. Charges a monthly subscription fee of $1.00 for accounts under $3,000 and an annual fee of 1% billed monthly for accounts over $3,000.
Who they serve
Anyone seeking a seamless investing experience, including those with no prior investing experience and those with account balances of any size.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 69 | $4k |
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
Data as of March 24, 2025 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Trove Investment Advisors LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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