DIVERSIFIED, LLC

{{ Info.Overview }}
Revenue: {{ Info.Revenue | formatUSD }} Headquarters: {{ Info.Headquarters }}

Company Profile

As of Date:

06/21/2024

Adviser Type:

- Large advisory firm


Number of Employees:

78 143.75%

of those in investment advisory functions:

47 113.64%

AUM:

3,107,548,444 140.96%

of that, discretionary:

2,893,019,824 145.90%

Private Fund GAV:

72,609,998 129.81%

Avg Account Size:

340,591 17.07%

% High Net Worth:

31.05% 2.75%


SMA’s:

YES

Private Funds:

2 1

Websites :
Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
1B 1B 840M 672M 504M 336M 168M
2018 2019 2020 2021 2022 2023

Recent News

Diversified, LLC Buys 3, Sells 2 in 2nd Quarter
07/19/2022

Related Stocks: IXG, XLE, SCHP, IBB, QQQM,

gurufocus.com

Diversified, LLC Buys Invesco NASDAQ 100 ETF, iShares U.S. ...
11/04/2021

Related Stocks: IHI, XLG, SCHD, GOVT, XLI, EMB, QQQM, SMMD, LEAD, DFND, VT, GRID, SCHX, T, INTC, BHK, SCHF,

gurufocus.com

Diversified, LLC Buys iShares Global Financials ETF, Schwab US Dividend Equity ETF, Invesco ...
07/27/2021

Related Stocks: XLG, GOVT, EMB, SMH, SCHX, IEMG, IXG, SCHD, XLI, QCLN, IWM, LQD, VLUE, IEFA, IWF, OGN,

gurufocus.com

Diversified, LLC Buys iShares Global Financials ETF, Schwab US Dividend Equity ETF, Invesco ...
07/21/2021

Related Stocks: XLG, GOVT, EMB, SMH, SCHX, IEMG, IXG, SCHD, XLI, QCLN, IWM, LQD, PBW, ARKG, ARKK, DIA, IOO, VLUE, IEFA, IWF,

gurufocus.com

Eaton Vance Enhanced Equity Income Fund II
04/01/2021

Stocks: Real-time U.S. stock quotes reflect trades reported through Nasdaq only; comprehensive quotes and volume reflect trading in all markets and are delayed at least 15 minutes. International ...

Barrons


Private Funds Structure

Fund Type Count GAV
Other Private Fund 2 $72,609,998

Private Funds



Employees




Related Companies

Adviser City, State AUM Employees SMA’s Private Funds
ERA {{c.Name}} {{c.City}}, {{c.State}}, {{c.Country}} {{ c.AUM | formatUSD }} {{ c.Employees | formatNumber }} YES NO {{ c.PrivateFundsCount | formatNumber }}