DIVERSIFIED, LLC is a Wilmington, Delaware based financial advisory firm with nearly $1,289,651,590 in assets under management and provides investment advisory services for 4044 clients. There are currently 32 financial advisors at the firm.
General Information |
| Firm CRD#: | 123859 | |
| SEC#: | 801-112580 | |
| Assets under Management: | $1,289,651,590 | |
| No. of Clients: | 4044 | |
| No. of Advisors: | 32 | |
| Advisory Services Provided: | Financial Planning, Portfolio Management for Individuals, Portfolio Management for pooled Investment, Portfolio Management for Business, Pension Consulting Services, Selection of Other Advisors | |
| Fee Structure: | A Percentage of AUM, Fixed Fees, Other(SOLICITOR FEES) |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| BDFS CAPITAL LLC | 287680 | 801-120724 | 1348 | 6 | $230,644,342 |
| BIG INVESTMENT SERVICES | 291437 | 801-112462 | 1189 | 5 | $189,213,138 |
| LOKKEN INVESTMENT GROUP, LLC | 283696 | 801-114384 | 1096 | 5 | $235,822,674 |
| CROWLEY WEALTH MANAGEMENT, INC. | 112368 | 801-29207 | 996 | 4 | $319,923,878 |
| GREY FOX WEALTH ADVISORS, LLC | 307172 | 801-122007 | 781 | 5 | $274,356,828 |
| BLUE ROCK FINANCIAL GROUP | 298558 | 801-117998 | 608 | 8 | $207,300,100 |
| WESTOVER CAPITAL ADVISORS, LLC | 126520 | 801-64380 | 559 | 8 | $355,720,669 |
| BCM WEALTH MANAGEMENT | 122434 | 801-110693 | 446 | 5 | $268,214,193 |
| N1 ADVISORS | 147048 | 801-69525 | 439 | 8 | $289,319,008 |
| BENCH WALK ADVISORS LLC | 313945 | 801-125767 | 39 | 11 | $422,263,484 |
| MARVIN & PALMER ASSOCIATES | 105399 | 801-27724 | 14 | 14 | $281,623,175 |
| CORTEN REAL ESTATE MANAGEMENT LLC | 321897 | 801-126642 | 8 | 12 | $363,361,504 |
| IP GROUP, INC. | 300077 | 801-126202 | 5 | 16 | $205,678,646 |
| WILMINGTON TRUST ASSET MANAGEMENT, LLC | 325489 | 801-127565 | 4 | 68 | $283,940,329 |
| WINDMARK INVESTMENT PARTNERS, INC. | 131880 | 801-63587 | 2 | 15 | $215,300,000 |