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Building 2DIVERSIFIED PORTFOLIOS, INC.

Map pinBLOOMFIELD HILLS, MI
Phone248-644-3030
NotebookSEC #801-56371
Total AUM
$1.9B
Employees
19
Clients
667

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
39520 WOODWARD AVENUE
SUITE 200
BLOOMFIELD HILLS
MI 48304
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
248-644-3030

ReceiptFinancials

Total AUM
$1.9B
Accounts
2,514
Discretionary
$1.9B
Accounts
2,514
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
478
AUM
$477.9M
HNW Individual Clients
182
AUM
$1.4B
Pension/Profit Sharing Plan Clients
1
AUM
$2.7M
Charitable Organization Clients
1
AUM
$63.5M
Corporation or Business Clients
5
AUM
$13.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLGAILMAMINCNHNJNYPATXWA

HandshakeAffiliates

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

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