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Home > Retirement Planners > michigan > bloomfield hills > DIVERSIFIED PORTFOLIOS, INC.
DIVERSIFIED PORTFOLIOS, INC.
39520 Woodward Avenue
Suite 200
Bloomfield Hills, Michigan 48304
Tel: 248-644-3030
About DIVERSIFIED PORTFOLIOS, INC.
DIVERSIFIED PORTFOLIOS, INC, formally registered with the SEC as DIVERSIFIED PORTFOLIOS, INC. The firm was established in 03/23/1999. They have over 1 offices throughout the country.
DIVERSIFIED PORTFOLIOS, INC. is a Bloomfield Hills, Michigan based Financial Planning firm with nearly $1,253,461,496 assets under management, offering retirement planning & investment advisory services to 1844 clients. The firm is staffed with 10 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 108942 |
| SEC# | 801-56371 |
| Assets Managed by Firm | $1,253,461,496 |
| No. of Clients | 1844 |
| No. of Advisors | 10 |
Fee Structure
- A Percentage of AUM
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1844 | $1,253,461,496 |
| Individuals (other than high net worth individuals) | 403 | $261,327,444 |
| High net worth individuals | 147 | $923,324,547 |
| Pension and profit sharing plans | $8,829,956 | |
| Charitable organizations | Fewer than 5 clients | $50,050,220 |
| Corporations or other businesses | Fewer than 5 clients | $9,929,329 |
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|---|---|---|---|
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