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Diversified Financial Advisors, LLC

● SEC registered since 2009CRD 118261SEC# 801-70541Town and Country, MO
Export (members)
Reg. AUM
$512.2M
Employees
3
Accounts
860
Location
Town and Country, MO

Diversified Financial Advisors, LLC assets under management

Diversified Financial Advisors, LLC is an investment advisory firm registered with the SEC based in Town and Country, MO. The firm has been registered since 2009. It reports $512.2 million in regulatory assets under management and employs 3 people.

Diversified Financial Advisors, LLC owners & executives

2 reported
NameTitleOwnershipSince
Jeremy Trybula ControlManaging Member50-75%2024
Joseph Paul Trybula ControlManaging Member/President/Chief Compliance Officer50-75%2024

Frequently asked questions

How much does Diversified Financial Advisors, LLC manage?

Diversified Financial Advisors, LLC reports $512.2 million in regulatory assets under management on its Form ADV.

How many employees does Diversified Financial Advisors, LLC have?

Diversified Financial Advisors, LLC reports 3 employees.

Where is Diversified Financial Advisors, LLC located?

Diversified Financial Advisors, LLC is based in Town and Country, MO and has been SEC-registered since 2009.

Does Diversified Financial Advisors, LLC disclose fund performance?

Diversified Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address14323 South Outer Forty Rd, Suite 210 South, Town and Country, MO 63017
Phone800-307-0376
Fax314-786-9001
Office hours9-5 Mon-Thurs, 9-4:30 Fridays
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$501.4M
Non-discretionary$10.7M
Total (RAUM)$512.2M