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DIVERSIFIED ENTERPRISES, LLC
DIVERSIFIED ENTERPRISES, LLC
DIVERSIFIED, LLC
WILMINGTON, Delaware
·
4 registered advisors
·
CRD# 331709
SEC# 801-130728
5
302-765-3500
01
Firm Overview
AUM
$1.6B
Regulatory assets under management
Employees
41
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
Other: SOLICITOR FEES
03
Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
04
Advisors at DIVERSIFIED ENTERPRISES, LLC
4 registered advisors
Andrew Scott Rosen
WILMINGTON, Delaware
CFP
CRD# 4722997
David Phillip Levy
WILMINGTON, Delaware
CFP
CRD# 5356917
Michael Allen Fisher
WILMINGTON, Delaware
CFP
CRD# 4628860
Michael Todd Horwath
WILMINGTON, Delaware
CFA
CRD# 6015918
05
Office Locations
WILMINGTON, Delaware
4 advisors
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Data sourced from SEC Form ADV filings. DIVERSIFIED ENTERPRISES, LLC (CRD# 331709) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.