| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel R. Goldberg Revocable Trust U/A/D 8/24/2022 Control | Shareholder | 10-25% | 2025 |
| James Bradley Cox Control | Cco/Coo/Shareholder | 5-10% | 2024 |
| Katharine Post Wagner | Shareholder | 10-25% | 2020 |
Diversified Portfolios Inc reports $1.7 billion in regulatory assets under management on its Form ADV.
Diversified Portfolios Inc reports 16 employees.
Diversified Portfolios Inc is based in Bloomfield Hills, MI and has been SEC-registered since 1999.
Diversified Portfolios Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 39520 Woodward Avenue, Suite 200, Bloomfield Hills, MI 48304 |
| Phone | 248-644-3030 |
| Fax | 248-644-4040 |
| Office hours | 9:00a.m. To 5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1634212 |
| Discloses disciplinary history | No |
| Discretionary | $1.66B |
| Non-discretionary | $0 |
| Total (RAUM) | $1.66B |