1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2DIVERSIFIED FINANCIAL

Map pinSCOTTS VALLEY, CA
Phone831-438-7223
NotebookSEC #801-43024
Total AUM
$48.2M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
108 WHISPERING PINES DR STE 130
SCOTTS VALLEY
CA 95066-4785
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
831-438-7223

ReceiptFinancials

Total AUM
$48.2M
Accounts
160
Discretionary
$0
Accounts
0
Non-Discretionary
$48.2M
Accounts
160

ContactClients

View more in analytics →

None reported

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
REFERRALS TO 3RD PARTY PENSION ADMINISTRATORS
Compensation Types
Charges CommissionCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

View all affiliates →

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

Feature requires an account