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 provides financial planning and portfolio management primarily to individuals, families and small businesses, with some institutional clients. The firm charges fees based on a percentage of assets under management and is SEC registered (initial registration year 1999). Its operating profile indicates a preference for public funds and mutual funds as the backbone of client portfolios while supplementing those exposures with select external alternative managers.
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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 172Active vs passive
$1.5B in ETFs
40%
$581M
52%
$871M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD MORNINGSTAR TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $174M | 464,204 | 11.97% |
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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