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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Diversified Financial Advisors LLC
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|---|---|
| CRD # | 118261 |
| SEC # | 801-70541 |
| CIK # | |
| AUM | $512.2 M (2025-07-10) |
| Employees | 3 (100% Investors, 100% Brokers) |
| Phone | 800-307-0376 |
| Address | 14323 South Outer Forty Rd Town and Country, MO 63017 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 464 | 102.4 |
| (b) Individuals (high net worth individuals) | 27 | 69.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 131 | 340.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 860 | 512.2 |
| By Discretionary | ||
| Discretionary | 846 | 501.4 |
| Non-Discretionary | 14 | 10.7 |
| Total | 860 | 512.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 512.2 | |
| Total | 860 | 512.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Richards Merrill & Peterson Inc
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|
WA | 0.5 |
|
Long Run Wealth Advisors LLC
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|
NY | 0.5 |
|
Modus Advisors LLC
✚
|
MN | 0.5 |
|
The Legacy Financial Group Inc
✚
|
OK | 0.5 |
|
Fairvoy Private Wealth LLC
✚
|
AL | 0.5 |
|
Palisade Investments LLC
✚
|
NV | 0.5 |
|
Brophy Wealth Management LLC
✚
|
NH | 0.5 |
|
Tannin Capital LLC
✚
|
NC | 0.5 |
|
Integrity Advisory Solutions LLC
✚
|
TX | 0.5 |
|
Greater Midwest Financial Group LLC
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|
MN | 0.5 |