3705 Concord Pike
Wilmington, Delaware 19803
Tel: 302-765-3500
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.
SEC Current Status | Approved |
Firm CRD# | 123859 |
SEC# | 801-112580 |
Assets Managed by Firm | $1,289,651,590 |
No. of Clients | 4044 |
No. of Advisors | 32 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 4044 | $1,289,651,590 |
Individuals (other than high net worth individuals) | 967 | $326,338,647 |
High net worth individuals | 424 | $891,670,729 |
Pension and profit sharing plans | 8 | $28,283,987 |
Corporations or other businesses | 3 | $11,763,219 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$88,770,382,053 | 41 | 235 | |
$38,994,513,543 | 119 | 27 | |
$19,948,123,000 | 13 | 73 | |
WILMINGTON TRUST INVESTMENT ADVISORS, INC. Wilmington Trust Center, 1100 North Market Street Wilmington, DE, 19890-0001 | $16,488,434,237 | 3376 | 127 |
$12,992,062,132 | 10 | 38 |
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