Diversified Resources LLC

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Assets, Funds, Holdings

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Diversified Resources LLC
CRD #31346
SEC #801-108432
CIK #0001509692
AUM $209.1 MM (2024-03-06)
Employees 5 (20% Investors, 20% Brokers)
Phone401-941-1500
Address70 Jefferson Blvd
Warwick, RI 02888
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($MM)
2502001501005002009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 483 92.5
(b) Individuals (high net worth individuals) 101 113.3
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 2.9
(h) Charitable organizations 0 0.5
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 1,076 209.1
By Discretionary
Discretionary 1,076 209.1
Non-Discretionary 0 0.0
Total 1,076 209.1
By Non-United States Persons
Non-United States Persons 1.0
United States Persons 208.1
Total 1,076 209.1
EDGAR Form CIK 2011 - 2024
10-K [0001509692]
10-Q [0001509692]
8-K [0001509692]
D [0001509692]
Comparable Firms State AUM ($BB)
P J Roland Ltd
PA 0.2
Key Group Management Inc
AZ 0.2
Interwealth Management LLC
AZ 0.2
Bradford Financial Center
IA 0.2
Dragus Capital LLC
FL 0.2
Fearless Solutions LLC
TX 0.2
Crossgate Wealth Advisors LLC
PA 0.2
Dudley Capital Management LLC
VA 0.2
Blue Spark Capital Advisors LLC
NY 0.2
RM Financial Services LLC
ME 0.2
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