Divine Asset Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 136836
- Website
- www.divineassetmgt.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI84.11%
- Individuals15.89%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Divine Asset Management LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual principal. The firm serves individual and family clients and operates with multiple fee arrangements: percentage of assets under management, hourly billing, and fixed fees. It also maintains a role as a registered representative of a broker-dealer and provides a mix of advisory services including financial planning, portfolio management for individuals, small businesses, and institutions, plus educational seminars and workshops. The firm reports being an active ESG investor. Divine is not positioned as a capital allocator or pension consultant, is not a multi-state adviser, and is not listed as a related adviser. The firm appears to focus on direct advisory relationships rather than large institutional or outsourced manager-of-managers mandates.
Assets & Accounts
Investments & Alternatives
Location & Offices
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
- Other41%
- Exchange Traded Equities33%
- Cash & Cash Equivalents23%
- Public Funds/Mutual Funds3%
Contacts
2 of 2
Danielle Hughes
Investment Adviser RepresentativeCRD 2189447
Lori Livingston
MemberCRD 2212432
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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