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Financial Advisor
California
Los Altos
DIVERSIFI CAPITAL LLC

DIVERSIFI CAPITAL LLC

Tel: 650-632-5667 4546 El Camino Real B10 #1013 Los Altos, California 94022

About DIVERSIFI CAPITAL LLC

DIVERSIFI CAPITAL LLC is a Los Altos, California based financial advisory firm with nearly $456,940,000 in assets under management and provides investment advisory services for 821 clients. There are currently 13 financial advisors at the firm.

General Information
Firm CRD#:

242788

Firm SEC#:

801-121391

Assets Under Management:

$456,940,000

No. of Clients:

821

No. of Advisors:

13

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Performance Based

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