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Building 2DIVERSIFIED FINANCIAL ADVISORS, LLC

Map pinTOWN AND COUNTRY, MO
Phone800-307-0376
NotebookSEC #801-70541
Total AUM
$585.9M
Employees
3
Clients
641

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
14323 SOUTH OUTER FORTY RD
SUITE 210 SOUTH
TOWN AND COUNTRY
MO 63017
United States
Operating Hours
9-5 MON-THURS, 9-4:30 FRIDAYS
Monday - Friday
Phone
800-307-0376

ReceiptFinancials

Total AUM
$585.9M
Accounts
846
Discretionary
$578.3M
Accounts
843
Non-Discretionary
$7.6M
Accounts
3

ContactClients

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Individual Clients
475
AUM
$124.5M
HNW Individual Clients
35
AUM
$74.9M
Pension/Profit Sharing Plan Clients
131
AUM
$386.4M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALARAZCAFLGAILINMDMNMONCNEOHSCTNTXVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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