Overview
Assets Under Management: $2.1 billion
Headquarters: WILMINGTON, DE
High-Net-Worth Clients: 646
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 646
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.76
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 5,494
Discretionary Accounts: 5,428
Non-Discretionary Accounts: 66
Regulatory Filings
CRD Number: 331709
Filing ID: 1942128
Last Filing Date: 2025-03-27 18:05:00
Website: https://diversifiedllc.com