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| Diversify Advisory Services LLC
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| |
|---|---|
| CRD # | 326060 |
| SEC # | 801-128675 |
| CIK # | 0002021232 |
| AUM | $2.9 BB (2024-08-23) |
| Employees | 156 (56% Investors, 81% Brokers) |
| Phone | 801-890-7577 |
| Address | 9017 S Riverside Dr Sandy, UT 84070 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| NVDA | 399,550.0 | 117.1 | |
| AAPL | 2,382,844.0 | 66.0 | |
| AMZN | 1,092,997.8 | 59.6 | |
| MSFT | 1,918,222.4 | 41.6 | |
| GOOGL | 1,475,138.5 | 36.8 | |
| META | 434,852.0 | 30.2 | |
| GOOG | 1,482,566.4 | 23.6 | |
| AMD | 131,458.5 | 22.0 | |
| COST | 207,576.9 | 21.3 | |
| PANW | 49,011.6 | 17.4 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 8,693 | 0.7 |
| (b) Individuals (high net worth individuals) | 3,943 | 1.8 |
| (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 | 293 | 0.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 98 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 13,027 | 2.9 |
| By Discretionary | ||
| Discretionary | 12,501 | 2.8 |
| Non-Discretionary | 526 | 0.1 |
| Total | 13,027 | 2.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.9 | |
| Total | 13,027 | 2.9 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0002021232] |
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|---|---|---|
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✚
|
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