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DIVERSIFY ADVISORY SERVICES, LLC
9017 S Riverside Dr.
Suite 210
Sandy, Utah 84070
Tel: 801-890.7577
About DIVERSIFY ADVISORY SERVICES, LLC
DIVERSIFY ADVISORY SERVICES, LLC, formally registered with the SEC as DIVERSIFY ADVISORY SERVICES, LLC. The firm was established in 08/31/2023. They have over 28 offices throughout the country.
DIVERSIFY ADVISORY SERVICES, LLC is a Sandy, Utah based Financial Planning firm with nearly $3,206,698,268 assets under management, offering retirement planning & investment advisory services to 14301 clients. The firm is staffed with 156 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 326060 |
| SEC# | 801-128675 |
| Assets Managed by Firm | $3,206,698,268 |
| No. of Clients | 14301 |
| No. of Advisors | 156 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 14301 | $3,206,698,268 |
| Individuals (other than high net worth individuals) | 9543 | $819,130,056 |
| High net worth individuals | 4329 | $2,049,117,193 |
| Pension and profit sharing plans | 322 | $184,139,394 |
| Corporations or other businesses | 108 | $154,311,625 |
More Retirement Planning firms in Sandy, Utah:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $47,001,314,000 | 132 | 2300 | |
| $26,663,066,907 | 237 | 90 | |
| $8,777,551,735 | 33539 | 17 | |
| $6,821,969,061 | 3884 | 72 | |
| $6,672,033,386 | 1963 | 24 |
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