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, SEC-registered registered investment adviser organized as a corporation and on the register since 1999. The firm serves both individual/family and institutional clients, charging fees as a percentage of assets under management and focusing its advisory work on financial planning and portfolio management for individuals and small businesses. Ownership is listed as a combination of a domestic entity and an individual. The firm is not positioned as a capital allocator or pension consultant, and it does not identify as an active ESG investor. It also reports that it is not a multi-state adviser, which suggests a more geographically concentrated registration footprint.
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 2James Cox
Chief Operating Officer & Chief Compliance OfficerCRD 7714881
Daniel Goldberg
CHIEF INVESTMENT OFFICER, WEALTH ADVISORCRD 5867319
Contacts
3 of 9Ryan 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 151Active vs passive
$1.3B in ETFs
40%
$509M
58%
$764M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $147M | 457,854 | 11.54% |
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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