Diversified Investment Strategies LLC

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Assets, Funds, Holdings

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Diversified Investment Strategies LLC
CRD #142202
SEC #801-67260
CIK #1427196
AUM $138.3 MM (87% Disc, 100% US)
Employees7 (71% Investors, 0% Brokers)
Phone225-292-0687
Address11939 Bricksome Ave
Baton Rouge, LA 70816
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($MM)
180144108723602004200920142020
Sector Holding Cap ($MM) Value ($MM)
MSFT865,660.06.9
DISCK14,120.06.5
NWL6,600.06.2
PINC2,160.05.3
CALM2,160.05.1
WMT286,110.04.9
FAST17,660.04.9
DLB6,670.04.8
RAVN1,390.04.6
JOE942.84.2
View All
Holdings by Sector ($)
0.10.10.10.00.00.02014201620182020
Comparable Firms State AUM ($BB)
Weber Steven IRA
SC 0.1
LENK Ladner Investment Solutions LLC
MA 0.1
Beacon Financial Planning Inc
MA 0.1
Patrick Financial Group LLC
MI 0.1
WT Wealth Management LLC
AZ 0.1
Hodge Financial Services LLC
NH 0.1
Elios Financial Group Inc
OH 0.1
Beacon Financial Planning of Cape COD Inc
MA 0.1
Treasure Coast Financial Planning Inc
FL 0.1
Prudent Investors Network Inc
CA 0.1
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