TUVE INVESTMENT MANAGEMENT, INC.
Firm details
- Headquarters
- WATERLOO, Iowa
- CRD number
- 226702
- Registered since
- July 6, 2015
- Website
- tuveinvestments.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals74.67%
- HNWI25.33%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Tuve Investment Management, Inc. is a small, SEC‑registered advisory corporation that provides fee‑based portfolio management primarily to individual and family clients and small businesses. The firm, formed as an individually owned adviser and registered with the SEC in 2015, charges a percentage‑of‑assets fee and focuses on discretionary portfolio management rather than institutional consulting or capital allocation. Filings indicate it is not an active ESG investor and does not operate as a multistate 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 Equities40%
- Public Funds/Mutual Funds15%
- US Government Bonds10%
- Sovereign Bonds10%
- Investment Grade Corp Bonds10%
Contacts
2 of 2STANLEY TUVE
Financial Advisor & PartnerCRD 6076863
JOHN TUVE
PartnerCRD 1190043
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
WATERLOO, IA
BLACK HAWK
Location
WATERLOO, IA
Headquartered in WATERLOO, IA, in the Midwest of the United States.
- Region
- Midwest
- County
- BLACK HAWK
- Address
- 227 E San Marnan Dr
- Time zone
- CT (UTC-6)
- Office locations
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