Diversified Portfolios, Inc.
Firm details
- Headquarters
- Bloomfield Hills, Michigan
- CRD number
- 108942
- Registered since
- March 23, 1999
- Website
- divport.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI71.21%
- Individuals24.69%
- Charitable Organizations3.28%
- Corporations / Businesses0.68%
- Pension & Profit Sharing Plans0.14%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Diversified Portfolios, Inc. is an independent registered investment adviser that has been SEC-registered since 1999. The firm operates as a corporation owned by a domestic entity and individuals and manages client relationships on a fee basis tied to assets under management. Its client mix includes high-net-worth individuals and families as well as institutional clients, and its advisory services focus on financial planning and portfolio management for individuals and small businesses. The firm does not classify itself as an active ESG investor, is not a multi-state adviser, and does not act as a pension consultant or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds75%
- Exchange Traded Equities21%
- Cash & Cash Equivalents3%
- Other1%
Owners & executives
2 of 2
James Cox
Chief Operating Officer & Chief Compliance OfficerCRD 7714881
Daniel Goldberg
CHIEF INVESTMENT OFFICER, WEALTH ADVISORCRD 5867319
Contacts
3 of 9
Ryan Conner
Financial Planning AssociateCRD 7505383
Connor Hughes
Financial Planning AssociateCRD 8040852
Catharine Betzig
Financial Planning AssociateCRD 6903623
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 164Active vs passive
$1.4B in ETFs
40%
$567M
55%
$844M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $171M | 462,767 | 12.13% |
Location
Bloomfield Hills, MI
Oakland
Location
Bloomfield Hills, MI
Headquartered in Bloomfield Hills, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- Oakland
- Address
- 39520 Woodward Ave
- Time zone
- ET (UTC-5)
- Office locations
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