Overview
Assets Under Management: $512 million
Headquarters: TOWN AND COUNTRY, MO
High-Net-Worth Clients: 3
Average Client Assets: $34 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 3
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 20.00
Average High-Net-Worth Client Assets: $34 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