|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Diversified Resources LLC
✚
|
|
|---|---|
| CRD # | 31346 |
| SEC # | 801-108432 |
| CIK # | 0001509692 |
| AUM | $233.7 M (2025-03-11) |
| Employees | 7 (29% Investors, 29% Brokers) |
| Phone | 401-941-1500 |
| Address | 70 Jefferson Blvd Warwick, RI 02888 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 519 | 101.4 |
| (b) Individuals (high net worth individuals) | 107 | 128.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 3.5 |
| (h) Charitable organizations | 0 | 0.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,139 | 233.7 |
| By Discretionary | ||
| Discretionary | 1,139 | 233.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,139 | 233.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.1 | |
| United States Persons | 232.6 | |
| Total | 1,139 | 233.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 10-K | [0001509692] | |
| 10-Q | [0001509692] | |
| 8-K | [0001509692] | |
| D | [0001509692] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Citadel Investment Advisory Inc
✚
|
0.2 | |
|
Reliant Investment Partners LLC
✚
|
NC | 0.2 |
|
Legal Advantage Investments Inc
✚
|
0.2 | |
|
FFP Wealth Management LLC
✚
|
MN | 0.2 |
|
Holistic Wealth Advisors
✚
|
NY | 0.2 |
|
CornerStone Select Advisors LLC
✚
|
MO | 0.2 |
|
Diamant Asset Management Inc
✚
|
CT | 0.2 |
|
Legacy Wealth Management Group Inc
✚
|
VA | 0.2 |
|
FF Advisors LLC
✚
|
CA | 0.2 |
|
AFT Forsyth and Company Inc
✚
|
FL | 0.2 |