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Home > Retirement Planners > rhode island > warwick > DIVERSIFIED RESOURCES, LLC
DIVERSIFIED RESOURCES, LLC
70 Jefferson Blvd
4th Floor
Warwick, Rhode Island 02888
Tel: (401) 941-1500
About DIVERSIFIED RESOURCES, LLC
DIVERSIFIED RESOURCES, LLC, formally registered with the SEC as DIVERSIFIED RESOURCES, LLC. The firm was established in 09/21/2016. They have over 1 offices throughout the country.
DIVERSIFIED RESOURCES, LLC is a Warwick, Rhode Island based Financial Planning firm with nearly $209,109,584 assets under management, offering retirement planning & investment advisory services to 1076 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 31346 |
| SEC# | 801-108432 |
| Assets Managed by Firm | $209,109,584 |
| No. of Clients | 1076 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1076 | $209,109,584 |
| Individuals (other than high net worth individuals) | 483 | $92,450,356 |
| High net worth individuals | 101 | $113,288,756 |
| Pension and profit sharing plans | Fewer than 5 clients | $2,868,755 |
| Charitable organizations | Fewer than 5 clients | $501,717 |
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|---|---|---|---|
| $219,221,467,379 | 605 | 168 | |
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