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DIVERSIFIED, LLC

3705 Concord Pike
Wilmington, Delaware 19803
Tel: 302-765-3500

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About DIVERSIFIED, LLC

DIVERSIFIED, LLC, formally registered with the SEC as DIVERSIFIED, LLC. The firm was established in 03/08/2018. They have over 7 offices throughout the country.

DIVERSIFIED, LLC is a Wilmington, Delaware based Financial Planning firm with nearly $1,289,651,590 assets under management, offering retirement planning & investment advisory services to 4044 clients. The firm is staffed with 32 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#123859
SEC# 801-112580
Assets Managed by Firm $1,289,651,590
No. of Clients 4044
No. of Advisors 32

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Other(SOLICITOR FEES)

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors

Firm Client Information

No. of ClientsAUM
Firm Total4044$1,289,651,590
Individuals (other than high net worth individuals)967$326,338,647
High net worth individuals424$891,670,729
Pension and profit sharing plans8$28,283,987
Corporations or other businesses3$11,763,219
Inquire with DIVERSIFIED, LLC

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BLACKROCK CAPITAL MANAGEMENT, INC.
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BLACKROCK CAPITAL INVESTMENT ADVISORS, LLC
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Wilmington, DE, 19809
$38,994,513,54311927
DUPONT CAPITAL MANAGEMENT
Chestnut Run Plaza Building C735-1, 974 Centre Road
Wilmington, DE, 19805
$19,948,123,0001373
WILMINGTON TRUST INVESTMENT ADVISORS, INC.
Wilmington Trust Center, 1100 North Market Street
Wilmington, DE, 19890-0001
$16,488,434,2373376127
WILMINGTON FUNDS MANAGEMENT CORPORATION
1100 North Market Street
Wilmington, DE, 19890-0001
$12,992,062,1321038

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