AdvisorOS Directory
Claim Profile
TP

Thomas Carpenter Post

DIVERSIFIED PORTFOLIOS INC·BLOOMFIELD HILLS, Michigan
Unclaimed Profile
39520 WOODWARD AVENUE, BLOOMFIELD HILLS, MI 48304CRD# 2388720Firm CRD# 108942
01

About

Thomas Carpenter Post is a registered financial advisor based in BLOOMFIELD HILLS, Michigan, affiliated with DIVERSIFIED PORTFOLIOS INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
DIVERSIFIED PORTFOLIOS INC
DIVERSIFIED PORTFOLIOS, INC.
AUM
$1.5B
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at DIVERSIFIED PORTFOLIOS INC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2388720
Firm CRD# 108942
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in BLOOMFIELD HILLS?

Browse all registered financial advisors in BLOOMFIELD HILLS, Michigan or claim this profile if it's yours.

Browse BLOOMFIELD HILLS AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Thomas Carpenter Post offer?
Thomas Carpenter Post specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in BLOOMFIELD HILLS, Michigan for a consultation.
What are Thomas Carpenter Post's credentials?
Thomas Carpenter Post is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Thomas Carpenter Post located?
Thomas Carpenter Post is based in BLOOMFIELD HILLS, Michigan, working with DIVERSIFIED PORTFOLIOS INC. Their office serves clients in the BLOOMFIELD HILLS metropolitan area and surrounding communities.
How does Thomas Carpenter Post charge for services?
Thomas Carpenter Post's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DIVERSIFIED PORTFOLIOS INC?
DIVERSIFIED PORTFOLIOS INC has approximately 10 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in BLOOMFIELD HILLS
Mark Thomas Hammond — ALIDADE CAPITAL, LLCGeoffrey Richard Langdon — ALIDADE CAPITAL, LLCDavid Todd Hanley — ALIDADE CAPITAL, LLCMatthew Ira Roslin — ALIDADE CAPITAL, LLCSteven John Faliski — ALIDADE CAPITAL, LLC
Nearby cities in Michigan
GRAND RAPIDS (173)SOUTHFIELD (139)ANN ARBOR (109)BIRMINGHAM (97)TROY (97)
City Guides
GRAND RAPIDS GuideSOUTHFIELD GuideANN ARBOR GuideBIRMINGHAM GuideTROY Guide
Research
Advisor Fees in MichiganNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile