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DIVERSIFIED INVESTMENT SERVICES LLC
CRD 288689
3200 CROASDAILE DRIVE, SUITE 402, DURHAM, NC, 27705, United States
Phone
919-382-3366
Fax
919-321-0755
Registration
— (—)
Source
State registered
Total AUM
$29.3M
Discretionary AUM
$29.3M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-22
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 150 | $14.3M |
| High net worth individuals | 7 | $15.0M |
All web addresses on file
Official SEC filing: View on IAPD