Devore Financial Advisors LLC
Firm details
- Headquarters
- ,
- CRD number
- 306110
- Website
- www.devorefa.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI87.96%
- Individuals12.04%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Devore Financial Advisors LLC is an independent, privately owned registered investment adviser organized as an LLC that focuses on individual and family clients. The firm provides financial planning and portfolio management for individuals and small businesses and charges a mix of fees (percentage of AUM, hourly, and fixed fees). According to available disclosures the adviser does not act as a capital allocator to external managers, does not describe itself as an active ESG investor, and is not identified as a multi‑state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities70%
- Public Funds/Mutual Funds20%
- US Government Bonds4%
- State & Local Bonds4%
- Investment Grade Corp Bonds2%
Owners & executives
1 of 1Brenton Devore
CIO & CCOCRD 2508056
Contacts
1 of 1
Laura Devore
PresidentCRD 1690517
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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