Diversified LLC

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Assets, Funds, Holdings

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CAFR Data
Diversified LLC
CRD #123859
SEC #801-112580
CIK #
AUM $507.9 MM (97% Disc, 100% US, 2020-03-19)
Employees13 (54% Investors, 38% Brokers)
Phone302-765-3500
Address2200 Concord Pike
Wilmington, DE 19803
Source [IAPD] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
51040830620410202010201320172021
Sector Issuer Cap ($MM) Value ($MM)
VEU 144.5
VOO 88.4
EFV 77.5
QUAL 63.7
VLUE 62.1
SPY 57.8
VWO 55.5
MTUM 51.5
MLPI 38.5
KO 197,950.0 30.4
View All
Holdings by Sector ($)
1.31.00.80.50.30.02014201620182020
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ISI Financial Group Inc
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RDA Financial Network Inc
IA 0.5
Gitterman Wealth Management LLC
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KMH Wealth Management LLC
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The Joseph Group LLC
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Smith Capital Management Inc
AR 0.5
The Rikoon Group LLC
NM 0.5
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