DIVERSIFI CAPITAL LLC

4546 El Camino Real B10
#1013
Los Altos, California 94022
Tel: 650-632-5667

About DIVERSIFI CAPITAL LLC

DIVERSIFI CAPITAL LLC, formally registered with the SEC as DIVERSIFI CAPITAL LLC. The firm was established in 06/03/2021. They have over 1 offices throughout the country.

DIVERSIFI CAPITAL LLC is a Los Altos, California based Financial Planning firm with nearly $456,940,000 assets under management, offering retirement planning & investment advisory services to 821 clients. The firm is staffed with 13 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	242788
SEC#	801-121391
Assets Managed by Firm	$456,940,000
No. of Clients	821
No. of Advisors	13

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	821	$456,940,000
Individuals (other than high net worth individuals)	102	$39,533,900
High net worth individuals	149	$398,104,900
Charitable organizations	1	$1,792,500

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CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 211 Main Street San Francisco, CA, 94105	$1,098,805,397,188	304509	857
FRANKLIN ADVISERS, INC. One Franklin Parkway, Building 970, 1st Floor San Mateo, CA, 94403	$467,015,634,913	18979	408

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