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DIVERSIFIED PORTFOLIOS, INC.
DIVERSIFIED PORTFOLIOS INC
CRD 108942 · SEC 801-56371
39520 WOODWARD AVENUE, SUITE 200, BLOOMFIELD HILLS, MI, 48304, United States
Phone
248-644-3030
Fax
248-644-4040
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.94B
Discretionary AUM
$1.94B
Team
19 total employees; 11 advisory reps
Clients
More than 500
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 478 | $477.9M |
| High net worth individuals | 182 | $1.38B |
| Corporations/business entities | 5 | $13.2M |
States served
CA, GA, IL, MA, MI, NJ, NY, NC, PA, WA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD