Diversified LLC


Assets, Funds, Holdings

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Diversified LLC
CRD #123859
SEC #801-112580
AUM $507.9 MM (97% Disc, 100% US, 2020-03-19)
Employees13 (54% Investors, 38% Brokers)
Address2200 Concord Pike
Wilmington, DE 19803
Source [IAPD] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
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 ($)
Comparable Firms State AUM ($BB)
Cabezon Capital Markets LLC
CA 0.5
Bellatore Financial Inc
CA 0.5
Independent Solutions Wealth Management LLC
NY 0.5
ISI Financial Group Inc
PA 0.5
RDA Financial Network Inc
IA 0.5
Gitterman Wealth Management LLC
NJ 0.5
KMH Wealth Management LLC
TX 0.5
The Joseph Group LLC
OH 0.5
Smith Capital Management Inc
AR 0.5
The Rikoon Group LLC
NM 0.5
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