RIA Intel›Advisers›Utah›STRIVE INVESTMENT MANAGEMENT, LLC

STRIVE INVESTMENT MANAGEMENT, LLC

Advisory

UT

Data as of Jan 11, 2024 · Source: SEC Form ADV

Average account

$69K

across 74 accounts

AUM per adviser

$5M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 11, 2024.

Total AUM

$5M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$5M

Discretionary AUM$5M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients41

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InUT

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

41 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in UT

Closest by assets under management. All figures from Form ADV.

COVE FORT CAPITAL, LLC

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NIEMANN INVESTMENTS LLC

$6M

MONEY ILLUSTRATED, LLC

$5M

CYNOSURE PORTFOLIO ADVISORS LLC

SALT LAKE CITY, UT

$6M

GARRETT CAPITAL INC.

$6M

CASULL FINANCIAL ADVISORY, LLC

SOUTH JORDAN, UT

$6M

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