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Trovena, LLC. (Redondo Beach)


Trovena, LLC. is a large advisory firm based in Redondo Beach. It manages $390.87 million of regulatory assets for 1,318 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of California, New Jersey, New York, and Texas.

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Trovena provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Trovena: assets under management

The assets under management (AUM) of Trovena, LLC. is $390.87 million. The firm's AUM has grown by 161% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $371.56 million in discretionary accounts and $19.31 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $291.42 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $449.01 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Trovena, LLC. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Redondo Beach

The principal office where Trovena, LLC. performs its advisory services is located at 417 Beryl Street, Redondo Beach, CA 90277, which is also the mailing address of the firm. An additional office of the firm is in La Jolla, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 310-697-0400 or by fax 310-861-1755. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.trovena.com.


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