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| Keyboard |
| Diversified Resources LLC
✚
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|
|---|---|
| CRD # | 31346 |
| SEC # | 801-108432 |
| CIK # | 0001509692 |
| AUM | 268.8 M (2026-03-25) |
| Employees | 6 (17% Investors, 17% 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) | 511 | 106.0 |
| (b) Individuals (high net worth individuals) | 129 | 157.0 |
| (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 | 4.4 |
| (h) Charitable organizations | 0 | 1.2 |
| (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 | 0 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 1,240 | 268.8 |
| By Discretionary | ||
| Discretionary | 1,240 | 268.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,240 | 268.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.2 | |
| United States Persons | 267.7 | |
| Total | 1,240 | 268.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 10-K | [0001509692] | |
| 10-Q | [0001509692] | |
| 8-K | [0001509692] | |
| D | [0001509692] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 4 (1 non-US) |
| Serves | Retail |
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