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DIVERSIFIED PLANNING STRATEGIES ADVISORS LLC
CRD 321737 · SEC 801-136395
101 EISENHOWER PKWY, SUITE 108, ROSELAND, NJ, 07068, United States
Phone
973-226-6000
Fax
973-226-6256
Registration
— (—)
Source
State registered
Total AUM
$154.4M
Discretionary AUM
$154.4M
Team
6 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-07
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 325 | $64.6M |
| High net worth individuals | 39 | $89.8M |
All web addresses on file
Official SEC filing: View on IAPD