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DIVERSIFI CAPITAL LLC
DIVERSIFI CAPITAL LLC
LOS ALTOS, California
·
3 registered advisors
·
CRD# 242788
SEC# 801-121391
0
650-632-5667
01
Firm Overview
AUM
$288M
Regulatory assets under management
Employees
12
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Charitable organization or education services
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
03
Specialties
Financial Planning
Investment Management
Retirement Planning
04
Advisors at DIVERSIFI CAPITAL LLC
3 registered advisors
Alfred Ho Fai Au
LOS ALTOS, California
CRD# 6213875
Nathan Michael Dingler
LOS ALTOS, California
CRD# 5786976
Raymond Mac Vo
LOS ALTOS, California
CRD# 6145117
05
Office Locations
LOS ALTOS, California
3 advisors
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Data sourced from SEC Form ADV filings. DIVERSIFI CAPITAL LLC (CRD# 242788) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.