Investment adviser · CRD 120232
TROVENA, LLC.
Investment adviser filing (IA)
REDONDO BEACH, CA, United States · Form ADV filed Apr 11, 2013
- Regulatory AUM
- $391M Form ADV · Item 5.F
- Client accounts
- 1,318 Accounts, not individual clients
- Employees
- 11 Reported in this filing
- Advisory professionals
- 11 Investment advisory functions
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 11, 2013. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
417 BERYL STREETREDONDO BEACH, CA, 90277, United States
CRD 120232
Filing source
Form ADV 729935 · Apr 11, 2013 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.