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| Happy Holidays!! thanks for using AUM13F!! |
| Diversified Portfolios Inc
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|---|---|
| CRD # | 108942 |
| SEC # | 801-56371 |
| CIK # | 0001634212 |
| AUM | $1.7 B (2025-03-21) |
| Employees | 16 (56% Investors, 0% Brokers) |
| Phone | 248-644-3030 |
| Address | 39520 Woodward Avenue Bloomfield Hills, MI 48304 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001634212 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Prev | Page 1 | Next |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 442 | 390.5 |
| (b) Individuals (high net worth individuals) | 164 | 1,192.7 |
| (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 | 3 | 2.2 |
| (h) Charitable organizations | 6 | 64.2 |
| (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 | 11.2 |
| (n) Other | 0 | 0.0 |
| Total | 2,152 | 1,660.9 |
| By Discretionary | ||
| Discretionary | 2,152 | 1,660.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,152 | 1,660.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,660.9 | |
| Total | 2,152 | 1,660.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001634212] |
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|---|---|---|
|
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✚
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|
Terry McDaniel & Company
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TX | 1.8 |
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Adell Harriman & Carpenter Inc
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Tortoise Investment Management LLC
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Vectorglobal IAG Inc
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FL | 1.7 |
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CT | 1.7 |
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Naples Global Advisors LLC
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FL | 1.7 |
|
Citrin Cooperman Wealth Management LLC
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NY | 1.6 |
|
Young Richard C & Co Ltd
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|
RI | 1.6 |
|
Blue Chip Partners LLC
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|
MI | 1.5 |