|
⚲
|
| Diversified Resources LLC
✚
| |
|---|---|
| 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 ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 483 | 92.5 |
| (b) Individuals (high net worth individuals) | 101 | 113.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 2.9 |
| (h) Charitable organizations | 0 | 0.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,076 | 209.1 |
| By Discretionary | ||
| Discretionary | 1,076 | 209.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,076 | 209.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.0 | |
| United States Persons | 208.1 | |
| Total | 1,076 | 209.1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 10-K | [0001509692] | |
| 10-Q | [0001509692] | |
| 8-K | [0001509692] | |
| D | [0001509692] |
| Comparable Firms | State | AUM ($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 |