Diversified Portfolios Inc
● SEC registered since 1999CRD 108942SEC# 801-56371Bloomfield Hills, MI
Reg. AUM
$1.94B
Employees
19
Accounts
2,514
Location
Bloomfield Hills, MI
Diversified Portfolios Inc assets under management
Diversified Portfolios Inc operates as an SEC-registered investment adviser based in Bloomfield Hills, MI. The firm has been registered since 1999. It reports $1.9 billion in regulatory assets under management and employs 19 people.
Diversified Portfolios Inc owners & executives
8 reported| 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 |
See all 8 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Diversified Portfolios Inc manage?
Diversified Portfolios Inc reports $1.9 billion in regulatory assets under management on its Form ADV.
How many employees does Diversified Portfolios Inc have?
Diversified Portfolios Inc reports 19 employees.
Where is Diversified Portfolios Inc located?
Diversified Portfolios Inc is based in Bloomfield Hills, MI and has been SEC-registered since 1999.
Does Diversified Portfolios Inc disclose fund performance?
Diversified Portfolios Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| 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 |
Regulatory AUM
$1.94B▲ 17%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 23%
Larger than 77% of 16,271 advisers
EmployeesTop 25%
More than 75% of 16,825 advisers
Assets under management
$1.94Bregulatory AUM
Discretionary $1.94B