Diversified Portfolios


Trust Score 96%
Trust Score info_outline

Last updated: August 16th, 2019. Data source: SEC filings.

Share

Diversified Portfolios, federally registered in 1999, is a Registered Investment Advisor (RIA) in 8 state(s) with a licensed staff of 5 advisors. Diversified Portfolios manages $841.9 million and provides investment advisory services for 465 clients (1:93 advisor/client ratio). This firm does not have a disciplinary history.

Benefits

info_outline
View More keyboard_arrow_down

Considerations

info_outline
View More keyboard_arrow_down



Download PDF


Firm Information


Feature Value
Minimum Investment $1,000,000
Average Client Balance $1,810,499
Hybrid Advisor No
Disciplinary History No
Total AUM $841.9 million
Advisor / Client Ratio 1:93
Headquarters Bloomfield Hills, MI
SEC Filings Forms and Brochures    (CRD # 108942)
State(s) Registered CA, DC, FL, IL, MI, NH, NY, NC, TX


Questions & Answers



Get answers about Diversified Portfolios


Ask a question question_answer