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Home > Retirement Planners > pennsylvania > doylestown > DIVERSIFIED ASSET MANAGEMENT, INC.
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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