DIVERSIFIED PORTFOLIOS INC

DIVERSIFIED PORTFOLIOS, INC.

BLOOMFIELD HILLS, Michigan·6 registered advisors·CRD# 108942

SEC# 801-563710248-644-3030

01

Firm Overview

AUM

$1.5B

Regulatory assets under management

Employees

10

Total firm employees

Advisors

6

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Compensation

Percentage of AUM

03

Specialties

Financial Planning Investment Management Fee-Only Advisory

04

Advisors at DIVERSIFIED PORTFOLIOS INC

6 registered advisors

Carla Taylor Adams

BLOOMFIELD HILLS, Michigan

James Bradley Cox

BLOOMFIELD HILLS, Michigan

Katharine Post Wagner

BLOOMFIELD HILLS, Michigan

Robert Edward Toal

BLOOMFIELD HILLS, Michigan

Ronald Mark Yolles

BLOOMFIELD HILLS, Michigan

Thomas Carpenter Post

BLOOMFIELD HILLS, Michigan

05

Office Locations

BLOOMFIELD HILLS, Michigan

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Data sourced from SEC Form ADV filings. DIVERSIFIED PORTFOLIOS INC (CRD# 108942) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.