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Kimberly Marie Whitener

TRIVE CAPITAL MANAGEMENT LLC·DALLAS, Texas
Clean recordTRIVE CAPITAL MANAGEMENT LLC
2021 MCKINNEY AVENUE, DALLAS, TX 75201CRD# 6907978Firm CRD# 166910

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kimberly Marie Whitener · DALLAS, TX
Registration
CRD #6907978 · TRIVE CAPITAL MANAGEMENT LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Kimberly Marie Whitener is a registered financial advisor based in DALLAS, Texas, affiliated with TRIVE CAPITAL MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
TRIVE CAPITAL MANAGEMENT LLC
TRIVE CAPITAL MANAGEMENT LLC
AUM
$6.7B
Regulatory assets under management
Employees
71
Total firm employees
View all advisors at TRIVE CAPITAL MANAGEMENT LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6907978
Firm CRD# 166910
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kimberly Marie Whitener offer?
Kimberly Marie Whitener specializes in Retirement Planning. Contact their office in DALLAS, Texas for a consultation.
What are Kimberly Marie Whitener's credentials?
Kimberly Marie Whitener is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kimberly Marie Whitener located?
Kimberly Marie Whitener is based in DALLAS, Texas, working with TRIVE CAPITAL MANAGEMENT LLC. Their office serves clients in the DALLAS metropolitan area and surrounding communities.
How does Kimberly Marie Whitener charge for services?
Kimberly Marie Whitener's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TRIVE CAPITAL MANAGEMENT LLC?
TRIVE CAPITAL MANAGEMENT LLC has approximately 71 employees and manages $6.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at TRIVE CAPITAL MANAGEMENT LLC

Blake Mcfarlane Bonner
DALLAS, TX
Christopher Zugaro
DALLAS, TX
Daniel Bruggeman
DALLAS, TX
David Mathias Stinnett
DALLAS, TX
James Trevor Johnston
DALLAS, TX
Jonathan Albert Nunnaley
DALLAS, TX

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