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ADVISOR.INVESTMENTS

DIVERSIFIED INVESTMENT STRATEGIES, LLC

CRD 142202 · SEC 801-67260

Visit website

4870 BLUEBONNET BLVD., SUITE B, BATON ROUGE, LA, 70809, United States

Phone

225-292-0687

Fax

225-292-0006

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$199.4M

Discretionary AUM

$185.4M

Team

6 total employees; 3 advisory reps

Clients

—

Fees

Percentage of AUM; Commissions; Performance-based fees; FEES FOR TAX PREPARATION

Org form

Limited Liability Company

Filing date

2026-02-20

Disciplinary history

No

Services

Portfolio management (individuals)Publication of periodicalsEducational seminarsEDUCATIONAL VIDEOS/ WEBINARS

Client types

TypeClientsAUM
Individuals89$42.6M
High net worth individuals79$156.8M

States served

AL, LA, MS, NE, TX, FL

All web addresses on file

Official SEC filing: View on IAPD