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DIVERSIFIED FINANCIAL ADVISORS, LLC
CRD 118261 · SEC 801-70541
14323 SOUTH OUTER FORTY RD, SUITE 210 SOUTH, TOWN AND COUNTRY, MO, 63017, United States
Phone
800-307-0376
Fax
314-786-9001
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$585.9M
Discretionary AUM
$578.3M
Team
3 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 475 | $124.5M |
| High net worth individuals | 35 | $74.9M |
| Pension/profit sharing plans | 131 | $386.4M |
States served
AL, AZ, AR, CA, GA, IL, IN, MD, MN, NE, NC, OH, SC, TN, VA, MO, TX, FL
All web addresses on file
Official SEC filing: View on IAPD