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Daniel R. Goldberg Revocable Trust U/A/D 8/24/2022

ShareholderDiversified Portfolios Inc

About Daniel R. Goldberg Revocable Trust U/A/D 8/24/2022

Daniel R. Goldberg Revocable Trust U/A/D 8/24/2022 is listed as Shareholder at Diversified Portfolios Inc in Bloomfield Hills, MI. Form ADV reports a beneficial ownership band of 10-25%.

Reported ownership

Owns 10-25% of Diversified Portfolios Inc
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Daniel R. Goldberg Revocable Trust U/A/D 8/24/2022 work?

Daniel R. Goldberg Revocable Trust U/A/D 8/24/2022 is listed as Shareholder at Diversified Portfolios Inc on SEC Form ADV.

How much of Diversified Portfolios Inc does Daniel R. Goldberg Revocable Trust U/A/D 8/24/2022 own?

Form ADV reports a beneficial ownership band of 10-25%.

Diversified Portfolios Inc

TitleShareholder
Ownership10-25%
Control personYes
Since2025