Diversified Portfolios Inc

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Assets, Funds, Holdings

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Diversified Portfolios Inc
CRD #108942
SEC #801-56371
CIK #
AUM $841.9 MM (96% Disc, 100% US)
Employees7 (71% Investors, 0% Brokers)
Phone248-644-3030
Address39520 Woodward Avenue
Bloomfield Hills, MI 48304
Source [IAPD] [Website] [LinkedIn]
Total AUM ($MM)
90072054036018002000200620132020
Sector Holding Cap ($MM) Value ($MM)
VTI47.4
BSV26.2
BIV16.9
SPY11.2
IWM6.1
VTV4.6
MDY4.5
IWD3.5
VNQ2.6
IWF2.5
View All
Holdings by Sector ($)
0.20.20.10.10.00.02013201520172020
Comparable Firms State AUM ($BB)
Pine Ridge Advisers LLC
NY 0.9
Rodgers & Associates Ltd
PA 0.9
Romano Brothers and Company
IL 0.9
Dan Goldie Financial Services LLC
CA 0.9
Harold C Brown & Co Inc
NY 0.9
Sheaff Brock Investment Advisors LLC
IN 0.8
Austin Asset Management Co
TX 0.8
Banyan Tree Asset Management LLC
CA 0.8
Kimelman & Baird LLC
NY 0.8
Asset Advisors Corporation
GA 0.8
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