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DIVERSIFI CAPITAL INC
LOS ALTOS, CA
650-632-5667
SEC #801-121391Total AUM
$671.4M
Employees
13Clients
277Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
4546 EL CAMINO REAL B10
#1013
LOS ALTOS
CA 94022
United States
#1013
LOS ALTOS
CA 94022
United States
Operating Hours
10:00 AM - 6:00 PM
Monday - Friday
Monday - Friday
Phone
650-632-5667
Financials
Total AUM
$671.4M
Accounts
966Discretionary
$671.4M
Accounts
964Non-Discretionary
$21.3K
Accounts
2
Clients
Individual Clients
41AUM
$18.5M
HNW Individual Clients
223AUM
$624.7M
Pooled Vehicle Clients
12AUM
$25.8M
Charitable Organization Clients
1AUM
$2.5M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
CACODCNHNYORTXVAWA
Affiliates
Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.