Overview
Assets Under Management: $115 million
Headquarters: BOULDER, CO
High-Net-Worth Clients: 29
Average Client Assets: $3.1 million
Frequently Asked Questions
DIVERSIFIED ASSET MANAGEMENT, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #112743), DIVERSIFIED ASSET MANAGEMENT, INC. is subject to fiduciary duty under federal law.
DIVERSIFIED ASSET MANAGEMENT, INC. is headquartered in BOULDER, CO.
DIVERSIFIED ASSET MANAGEMENT, INC. serves 29 high-net-worth clients according to their SEC filing dated April 12, 2024. View client details ↓
According to their SEC Form ADV, DIVERSIFIED ASSET MANAGEMENT, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
DIVERSIFIED ASSET MANAGEMENT, INC. manages $115 million in client assets according to their SEC filing dated April 12, 2024.
According to their SEC Form ADV, DIVERSIFIED ASSET MANAGEMENT, INC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 29
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 76.98%
Average Client Assets: $3.1 million
Total Client Accounts: 311
Discretionary Accounts: 303
Non-Discretionary Accounts: 8
Regulatory Filings
CRD Number: 112743
Filing ID: 1865854
Last Filing Date: 2024-04-12 16:23:00