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Irvin William Rosenzweig

DIVERSIFIED, LLC·WILMINGTON, Delaware
Unclaimed Profile
2200 CONCORD PIKE, WILMINGTON, DE 19803CRD# 1587808Firm CRD# 123859
01

About

Irvin William Rosenzweig is a registered financial advisor based in WILMINGTON, Delaware, affiliated with DIVERSIFIED, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
DIVERSIFIED, LLC
DIVERSIFIED, LLC
AUM
$1.6B
Regulatory assets under management
Employees
37
Total firm employees
View all advisors at DIVERSIFIED, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Other: SOLICITOR FEES
Regulatory
SEC/IARD CRD# 1587808
Firm CRD# 123859
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Irvin William Rosenzweig offer?
Irvin William Rosenzweig specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in WILMINGTON, Delaware for a consultation.
What are Irvin William Rosenzweig's credentials?
Irvin William Rosenzweig is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Irvin William Rosenzweig located?
Irvin William Rosenzweig is based in WILMINGTON, Delaware, working with DIVERSIFIED, LLC. Their office serves clients in the WILMINGTON metropolitan area and surrounding communities.
How does Irvin William Rosenzweig charge for services?
Irvin William Rosenzweig's firm is compensated through percentage of aum, subscription fees, other: solicitor fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DIVERSIFIED, LLC?
DIVERSIFIED, LLC has approximately 37 employees and manages $1.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Margaret Cecelia Ritter — DT INVESTMENT PARTNERS, LLCCortney B Milner — VEERY CAPITAL, LLCJulian William Mark Chadwick — HIGHCROSS STRATEGIC PARTNERS, LLCLaurie Ann Conslato — DUPONT CAPITAL MANAGEMENT CORPKevin Michael Keefe — REALTA INVESTMENT ADVISORS, INC
Nearby cities in Delaware
GREENVILLE (37)DOVER (27)LEWES (24)NEWARK (21)HOCKESSIN (12)
City Guides
GREENVILLE GuideDOVER GuideLEWES GuideNEWARK GuideHOCKESSIN Guide
Research
Advisor Fees in DelawareNational Fee Analysis
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