Diversify Advisory Services LLC

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Diversify Advisory Services LLC
CRD #326060
SEC #801-128675
CIK #0002021232
AUM $2.9 BB (2024-08-23)
Employees 156 (56% Investors, 81% Brokers)
Phone801-890-7577
Address9017 S Riverside Dr
Sandy, UT 84070
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($BB)
3.02.41.81.20.60.02009201420192025
CIK Period
0002021232
/
Sector Form 13F Holdings Cap ($MM) Value ($MM)
Nvidia Corp 399,550.0 117.1
Apple Inc 2,382,844.0 66.0
Amazon Com Inc 1,092,997.8 59.6
Microsoft Corp 1,918,222.4 41.6
Alphabet Inc 1,475,138.5 36.8
Facebook Inc 434,852.0 30.2
Alphabet Inc 1,482,566.4 23.6
Advanced Micro Devices Inc 131,458.5 22.0
Costco Wholesale Corp /NEW 207,576.9 21.3
Palo Alto Networks Inc 49,011.6 17.4
Super Micro Computer Inc 2,169.7 14.1
Energy Transfer Equity LP 31,904.4 13.8
SM Energy Co 4,704.0 13.5
Pfizer Inc 284,248.0 10.9
Broadcom Inc 201,282.9 10.7
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
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AUM Breakdown Accounts AUM ($BB)
By Client Type
(a) Individuals (other than high net worth individuals) 8,693 0.7
(b) Individuals (high net worth individuals) 3,943 1.8
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 293 0.2
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 98 0.1
(n) Other 0 0.0
Total 13,027 2.9
By Discretionary
Discretionary 12,501 2.8
Non-Discretionary 526 0.1
Total 13,027 2.9
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 2.9
Total 13,027 2.9
EDGAR Form CIK 2011 - 2024
13F-HR [0002021232]
Comparable Firms State AUM ($BB)
PCA Investment Advisory Services Inc
OH 2.9
Biltmore Family Office LLC
NC 2.9
Ashton Thomas Private Wealth LLC
AZ 2.9
Aristotle Atlantic Partners LLC
FL 2.9
The Ascent Group LLC
VA 2.9
Meyer Handelman Company LLC
NY 2.9
Regis Acquisition Inc
CO 2.9
Courier Capital LLC
NY 2.9
Atalanta Sosnoff Management LLC
NY 2.9
GFS Advisors LLC
TX 2.9
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