Divine Asset Management LLC

RIASEC Registered
Total AUM
$6.6M
Discretionary
$6.6M
100% of AUM
Avg account
$118K
Accounts
56
Employees
1
Advisory reps
2

Firm details

Headquarters
,
CRD number
136836
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Other 41%, Exchange Traded Equities 33%, Cash & Cash Equivalents 23%, Public Funds/Mutual Funds 3%41%
  • Other41%
  • Exchange Traded Equities33%
  • Cash & Cash Equivalents23%
  • Public Funds/Mutual Funds3%

Contacts

2 of 2
  • Danielle Hughes

    Danielle Hughes

    Investment Adviser RepresentativeCRD 2189447

  • Lori Livingston

    MemberCRD 2212432

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth