Diversified Portfolios, Inc.
Diversified Portfolios, Inc. (CRD# 108942) is a financial advisory firm headquartered in Bloomfield Hills, MI. They manage $1,546,544,947 in 2,085 accounts and serve the financial needs of clients across 13 states (or territories).
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Total Assets Under Management1,547MILLION
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Total Number of Accounts2,085ACCOUNTS
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Average Account Value$741,748
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, FL, GA, IL, MA, MI, NC, NH, NJ, NY, PA, TX, WA
Thomas Post (CRD# 2388720) is an Investment Advisor Representative working at Diversified Portfolios, Inc. in Bloomfield Hills, MI and has over 30 years of experience in the finance industry.
Robert Toal (CRD# 1339366) is an Investment Advisor Representative working at Diversified Portfolios, Inc. in Bloomfield Hills, MI and has over 35 years of experience in the finance industry.
Katharine Wagner (CRD# 6120242) is an Investment Advisor Representative working at Diversified Portfolios, Inc. in Bloomfield Hills, MI and has over 11 years of experience in the finance industry.
Michael Carmona (CRD# 7434412) is an Investment Advisor Representative working at Diversified Portfolios, Inc. in Bloomfield Hills, MI and has 1 year of experience in the finance industry.
Daniel Goldberg (CRD# 5867319) is an Investment Advisor Representative working at Diversified Portfolios, Inc. in Bloomfield Hills, MI and has over 13 years of experience in the finance industry.