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| Diversified Portfolios Inc
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| |
|---|---|
| CRD # | 108942 |
| SEC # | 801-56371 |
| CIK # | 0001634212 |
| AUM | $1.5 BB (2024-07-02) |
| Employees | 10 (90% Investors, 0% Brokers) |
| Phone | 248-644-3030 |
| Address | 39520 Woodward Avenue Bloomfield Hills, MI 48304 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 422 | 374.2 |
| (b) Individuals (high net worth individuals) | 160 | 1,092.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 2.8 |
| (h) Charitable organizations | 6 | 65.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 11.7 |
| (n) Other | 0 | 0.0 |
| Total | 2,085 | 1,546.5 |
| By Discretionary | ||
| Discretionary | 2,072 | 1,523.9 |
| Non-Discretionary | 13 | 22.7 |
| Total | 2,085 | 1,546.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,546.5 | |
| Total | 2,085 | 1,546.5 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001634212] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Minot Deblois Advisors LLC
✚
|
MA | 1.7 |
|
Gemmer Asset Management LLC
✚
|
CA | 1.7 |
|
Trumbower Financial Advisors LLC
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|
MD | 1.7 |
|
Terry McDaniel & Company
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|
TX | 1.6 |
|
Atomic Invest LLC
✚
|
NY | 1.5 |
|
Traphagen Investment Advisors LLC
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|
NJ | 1.5 |
|
Naples Global Advisors LLC
✚
|
FL | 1.5 |
|
Tortoise Investment Management LLC
✚
|
NY | 1.5 |
|
Citrin Cooperman Wealth Management LLC
✚
|
NY | 1.4 |
|
Young Richard C & Co Ltd
✚
|
RI | 1.4 |