Overview
Assets Under Management: $512 million
Headquarters: TOWN AND COUNTRY, MO
High-Net-Worth Clients: 27
Average Client Assets: $3 million
Frequently Asked Questions
DIVERSIFIED FINANCIAL ADVISORS, LLC 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 #118261), DIVERSIFIED FINANCIAL ADVISORS, LLC is subject to fiduciary duty under federal law.
DIVERSIFIED FINANCIAL ADVISORS, LLC is headquartered in TOWN AND COUNTRY, MO.
DIVERSIFIED FINANCIAL ADVISORS, LLC serves 27 high-net-worth clients according to their SEC filing dated July 10, 2025. View client details ↓
According to their SEC Form ADV, DIVERSIFIED FINANCIAL ADVISORS, LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
DIVERSIFIED FINANCIAL ADVISORS, LLC manages $512 million in client assets according to their SEC filing dated July 10, 2025.
According to their SEC Form ADV, DIVERSIFIED FINANCIAL ADVISORS, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 27
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 13.59
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 860
Discretionary Accounts: 846
Non-Discretionary Accounts: 14
Regulatory Filings
CRD Number: 118261
Filing ID: 2002908
Last Filing Date: 2025-07-10 08:50:00
Website: https://diversifiedfa.com