|
⚲
|
| Keyboard |
| Diversified Portfolios Inc
✚
|
|
|---|---|
| CRD # | 108942 |
| SEC # | 801-56371 |
| CIK # | 0001634212 |
| AUM | 1,935.6 M (2026-03-26) |
| Employees | 19 (58% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 248-644-3030 |
| Address | 39520 Woodward Avenue Bloomfield Hills, MI 48304 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 478 | 477.9 |
| (b) Individuals (high net worth individuals) | 182 | 1,378.3 |
| (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 | 0 | 2.7 |
| (h) Charitable organizations | 0 | 63.5 |
| (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 | 5 | 13.2 |
| (n) Other | 0 | 0.0 |
| Total | 2,514 | 1,935.6 |
| By Discretionary | ||
| Discretionary | 2,514 | 1,935.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,514 | 1,935.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,935.6 | |
| Total | 2,514 | 1,935.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001634212] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.4B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Unison Advisors LLC
✚
|
RI | 2,021.0 M |
|
Blackhill Capital Inc
✚
|
NJ | 2,001.2 M |
|
Naples Global Advisors LLC
✚
|
FL | 1,996.8 M |
|
HealthEquity Advisors LLC
✚
|
UT | 1,994.9 M |
|
Trumbower Financial Advisors LLC
✚
|
MD | 1,984.7 M |
|
CS Planning Corp
✚
|
OR | 1,960.9 M |
|
Terry McDaniel & Company
✚
|
TX | 1,921.0 M |
|
Modell Capital Management LLC
✚
|
MI | 1,884.2 M |
|
Blue Chip Partners LLC
✚
|
MI | 1,877.2 M |
|
Willis Johnson & Associates Inc
✚
|
TX | 1,851.9 M |