Overview
Assets Under Management: $195 million
Headquarters: BATON ROUGE, LA
High-Net-Worth Clients: 81
Average Client Assets: $2 million
Frequently Asked Questions
DIVERSIFIED INVESTMENT STRATEGIES, 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 #142202), DIVERSIFIED INVESTMENT STRATEGIES, LLC is subject to fiduciary duty under federal law.
DIVERSIFIED INVESTMENT STRATEGIES, LLC is headquartered in BATON ROUGE, LA.
DIVERSIFIED INVESTMENT STRATEGIES, LLC serves 81 high-net-worth clients according to their SEC filing dated January 14, 2025. View client details ↓
According to their SEC Form ADV, DIVERSIFIED INVESTMENT STRATEGIES, LLC offers portfolio management for individuals and educational seminars and workshops. View all service details ↓
DIVERSIFIED INVESTMENT STRATEGIES, LLC manages $195 million in client assets according to their SEC filing dated January 14, 2025.
According to their SEC Form ADV, DIVERSIFIED INVESTMENT STRATEGIES, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 81
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.35
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 306
Discretionary Accounts: 281
Non-Discretionary Accounts: 25
Regulatory Filings
CRD Number: 142202
Last Filing Date: 2025-01-14 00:00:00
Website: https://advisor.investments