Diversified Portfolios is an investment advisor in Bloomfield Hills with $1.47 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
383143481
SEC advisor number
801-56371
FINRA CRD number
108942
AUM ?
$1.47 bn
(as of 29 Mar 22)
Accounts
1,845
(as of 29 Mar 22)
Employees
9
(6 investment advisory or research)
Address
Diversified Portfolios
39520 WOODWARD AVE, STE 200
BLOOMFIELD HILLS
MI 48304
39520 WOODWARD AVE, STE 200
BLOOMFIELD HILLS
MI 48304
Phone
248-644-3030
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
24 Jan 23
13F-HR
Quarterly holdings report by institutional manager
7 Nov 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
7 Nov 22
13F-HR
Quarterly holdings report by institutional manager
9 Aug 22
13F-HR
Quarterly holdings report by institutional manager
12 May 22
13F-HR
Quarterly holdings report by institutional manager
31 Jan 22
13F-HR
Quarterly holdings report by institutional manager
15 Nov 21
13F-HR
Quarterly holdings report by institutional manager
3 Aug 21
13F-HR
Quarterly holdings report by institutional manager
4 May 21
13F-HR
Quarterly holdings report by institutional manager
9 Feb 21