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DIVERSIFY ADVISORY SERVICES, LLC
SANDY, UT
801-890.7577
SEC #801-128675Total AUM
$4.6B
Employees
206Clients
5,322Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
9017 S RIVERSIDE DR.
SUITE 210
SANDY
UT 84070
United States
SUITE 210
SANDY
UT 84070
United States
Operating Hours
8:00 AM - 5:00 PM MST
Monday - Friday
Monday - Friday
Phone
801-890.7577
Other Offices
27
Financials
Total AUM
$4.6B
Accounts
12,951Discretionary
$4B
Accounts
7,790Non-Discretionary
$633M
Accounts
5,161
Clients
Individual Clients
4,398AUM
$2.3B
HNW Individual Clients
802AUM
$2B
Pension/Profit Sharing Plan Clients
106AUM
$278.6M
Corporation or Business Clients
16AUM
$14.7M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWV
Affiliates
Affiliates
Reported 8 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.