Diversified Financial Advisors, LLC
● SEC registered since 2009CRD 118261SEC# 801-70541Town and Country, MO
Reg. AUM
$585.9M
Employees
3
Accounts
846
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 $585.9 million in regulatory assets under management and employs 3 people.
Diversified Financial Advisors, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jeremy Trybula Control | Managing Partner | 50-75% | 2024 |
| Joseph Paul Trybula Control | Managing Partner/President/Chief Compliance Officer | 50-75% | 2024 |
Frequently asked questions
How much does Diversified Financial Advisors, LLC manage?
Diversified Financial Advisors, LLC reports $585.9 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
| Address | 14323 South Outer Forty Rd, Suite 210 South, Town and Country, MO 63017 |
| Phone | 800-307-0376 |
| Fax | 314-786-9001 |
| Office hours | 9-5 Mon-Thurs, 9-4:30 Fridays |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$585.9M▲ 14%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 44%
Larger than 56% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$585.9Mregulatory AUM
Discretionary $578.3MNon-discretionary $7.6M