Tuve Investments, Inc. is a large advisory firm based in Waterloo. It manages $102.8 million of regulatory assets for 1,496 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdiction of Iowa.
Tuve Investments provides portfolio management for individuals and small businesses and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Tuve Investments, Inc. is $102.8 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Tuve Investments, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
John Stanley Tuve has been acting as President since 1 Jun 2015. Stanley John Tuve joined the executive team most recently as the Chief Compliance Officer.
The principal office where Tuve Investments, Inc. performs its advisory services is located at 227 East San Marnan Drive, Waterloo, IA 50702, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 319-235-0075 or by fax 319-235-7419. The normal business hours are 8am - 5pm on Monday - Friday. You can find more information about the New York firm at tuveinvestments.com.