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Diversified Resources LLC
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CRD # | 31346 |
SEC # | 801-108432 |
CIK # | 0001509692 |
AUM | $209.1 MM (2024-03-06) |
Employees | 5 (20% Investors, 20% Brokers) |
Phone | 401-941-1500 |
Address | 70 Jefferson Blvd Warwick, RI 02888 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
Total AUM ($MM) |
---|
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] |
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P J Roland Ltd
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|
PA | 0.2 |
Key Group Management Inc
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|
AZ | 0.2 |
Interwealth Management LLC
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|
AZ | 0.2 |
Bradford Financial Center
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IA | 0.2 |
Dragus Capital LLC
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|
FL | 0.2 |
Fearless Solutions LLC
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|
TX | 0.2 |
Crossgate Wealth Advisors LLC
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|
PA | 0.2 |
Dudley Capital Management LLC
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|
VA | 0.2 |
Blue Spark Capital Advisors LLC
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|
NY | 0.2 |
RM Financial Services LLC
✚
|
ME | 0.2 |