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HERITAGE FINANCIAL SOLUTIONS, LLC
DIVERSIFIED PORTFOLIO MANAGEMENT, LLC
CRD 131008 · SEC 801-121552
2206 SUMMERLON CIRCLE, DODGE CITY, KS, 67801, United States
Phone
620-471-2020
Fax
620-471-2017
Registration
— (—)
Source
State registered
Total AUM
$103.1M
Discretionary AUM
$103.1M
Team
2 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 145 | $33.4M |
| High net worth individuals | 26 | $60.9M |
| Charitable organizations | 7 | $5.5M |
| Corporations/business entities | 6 | $3.2M |
All web addresses on file
Official SEC filing: View on IAPD