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Building 2DIVERSIFIED RESOURCES, LLC

Map pinWARWICK, RI
Phone(401) 941-1500
NotebookSEC #801-108432
Total AUM
$268.8M
Employees
6
Clients
643

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
70 JEFFERSON BLVD
4TH FLOOR
WARWICK
RI 02888
United States
Operating Hours
9 A.M - 5 P.M.
Monday - Friday
Phone
(401) 941-1500

ReceiptFinancials

Total AUM
$268.8M
Accounts
1,240
Discretionary
$268.8M
Accounts
1,240
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
511
AUM
$106M
HNW Individual Clients
129
AUM
$157M
Pension/Profit Sharing Plan Clients
1
AUM
$4.4M
Charitable Organization Clients
1
AUM
$1.2M
Corporation or Business Clients
1
AUM
$263.8K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Violation Finding
State Registrations
CTFLMANHRISCTXVA

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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