DIVERSIFIED ASSET MANAGEMENT, INC.

3450 Penrose Place, Suite 160
Boulder, Colorado 80301
Tel: 3034402906

About DIVERSIFIED ASSET MANAGEMENT, INC.

DIVERSIFIED ASSET MANAGEMENT, INC, formally registered with the SEC as DIVERSIFIED ASSET MANAGEMENT, INC. The firm was established in 06/09/2021. They have over 1 offices throughout the country.

DIVERSIFIED ASSET MANAGEMENT, INC. is a Boulder, Colorado based Financial Planning firm with nearly $126,368,720 assets under management, offering retirement planning & investment advisory services to 85 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	112743
SEC#	801-121445
Assets Managed by Firm	$126,368,720
No. of Clients	85
No. of Advisors	2

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Publication of periodicals and newsletters

Firm Client Information

	No. of Clients	AUM
Firm Total	85	$126,368,720
Individuals (other than high net worth individuals)	44	$22,733,231
High net worth individuals	32	$96,949,701
Pension and profit sharing plans	9	$6,685,788

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