DIVERSIFIED, LLC
Wilmington, Delaware
5.0
3 Reviews
Diversified, LLC is a highly regarded local investment advisory firm headquartered in Wilmington, DE. With six strategically located offices, they cater to a diverse clientele, serving over 970 individual clients. Impressive in both scale and scope, Diversified, LLC boasts assets under management exceeding $1,289,652,000. Specializing in providing comprehensive financial solutions, the company also offers insurance brokerage services, positioning themselves as a one-stop destination for all investment and risk management needs.
While 401K and individual accounts constitute less than 30% of their impressive assets under management...
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Assets Under Mgmt
$1.29B
Investment Professionals
22
Locations
5
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Fixed Fees
Other
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pension consulting services
Selection of other advisers
Other Business Activities
Insurance broker or agent
Disclosures
Do any of the events below involve you or any of your supervised persons?
Charged with a felony (10 yrs)
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