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| Happy Holidays!! thanks for using AUM13F!! |
| Diversified Asset Management Inc
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| CRD # | 112743 |
| SEC # | 801-121445 |
| CIK # | |
| AUM | $126.4 M (2025-01-25) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 303-440-2906 |
| Address | 3450 Penrose Place, Suite 160 Boulder, CO 80301 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 44 | 22.7 |
| (b) Individuals (high net worth individuals) | 32 | 96.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 9 | 6.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 85 | 126.4 |
| By Discretionary | ||
| Discretionary | 76 | 120.9 |
| Non-Discretionary | 9 | 5.5 |
| Total | 85 | 126.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.8 | |
| United States Persons | 124.5 | |
| Total | 85 | 126.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Black Barn Financial LLC
✚
|
TX | 0.1 |
|
Navigation Wealth Management Inc
✚
|
CO | 0.1 |
|
Madrid Wealth Management LLC
✚
|
NM | 0.1 |
|
Jeffrey Matthews Wealth Management LLC
✚
|
NJ | 0.1 |
|
Campbell Asset Management LLC
✚
|
TN | 0.1 |
|
Guncheon Financial LLC
✚
|
0.1 | |
|
ELE Advisory Services Inc
✚
|
MI | 0.1 |
|
Schmitz Capital Partners LLC
✚
|
CA | 0.1 |
|
Metanoia Financial LLC
✚
|
0.1 | |
|
Longview Wealth Management LLC
✚
|
0.1 |