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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 $1,546,544,947 assets under management, offering retirement planning & investment advisory services to 2085 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 | $1,546,544,947 |
| No. of Clients | 2085 |
| No. of Advisors | 10 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2085 | $1,546,544,947 |
| Individuals (other than high net worth individuals) | 422 | $374,232,226 |
| High net worth individuals | 160 | $1,092,264,665 |
| Pension and profit sharing plans | 1 | $2,835,396 |
| Charitable organizations | 6 | $65,486,290 |
| Corporations or other businesses | 6 | $11,726,370 |
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|---|---|---|---|
| $246,667,042,077 | 132 | 164 | |
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| $20,209,044,347 | 85 | 74 | |
| $15,029,547,343 | 412 | 15 | |
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