Diversifi Capital LLC

Diversifi Capital LLC (CRD# 242788) is a financial advisory firm headquartered in Los Altos, CA. They manage $287,608,800 in 698 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    288
    MILLION
  • Total Number of Accounts
    698
    ACCOUNTS
  • Average Account Value
    $412,047
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, DC, NH, NY, OR, TX, VA, WA

Financial Advisors at Diversifi Capital LLC
Showing 1 - 7 of 7 top financial advisors.
1
Alfred H. Au
CRD#: 6213875
4546 El Camino Real B10, #1013, Los Altos, CA 94022

Alfred Au (CRD# 6213875) is an Investment Advisor Representative working at Compass Capital Management Group LLC in San Mateo, CA and has over 6 years of experience in the finance industry.

2
Nathan M. Dingler
CRD#: 5786976
4546 El Camino Real B10, #1013, Los Altos, CA 94022

Nathan Dingler (CRD# 5786976) is an Investment Advisor Representative working at Diversifi Capital LLC in Los Altos, CA and has over 12 years of experience in the finance industry.

3
Brandon G. Kurz
CRD#: 6091298
4546 El Camino Real B10, #1013, Los Altos, CA 94022

Brandon Kurz (CRD# 6091298) is an Investment Advisor Representative working at Diversifi Capital LLC in Los Altos, CA and has over 11 years of experience in the finance industry.

4
Raymond M. Vo
CRD#: 6145117
4546 El Camino Real B10, #1013, Los Altos, CA 94022
Raymond Vo (CRD# 6145117) is an Investment Advisor Representative working at Compass Capital Management Group LLC in Redwood City, CA and has over 3 years of experience in the finance industry.
5
Jared M. La Blue
CRD#: 7284531
4546 El Camino Real B10, #1013, Los Altos, CA 94022

Jared La Blue (CRD# 7284531) is an Investment Advisor Representative working at Diversifi Capital LLC in Los Altos, CA and has over 3 years of experience in the finance industry.

6
Thomas L. Lowish
CRD#: 7527253
4546 El Camino Real B10, #1013, Los Altos, CA 94022

Thomas Lowish (CRD# 7527253) is an Investment Advisor Representative working at Diversifi Capital LLC in Los Altos, CA and has over 2 years of experience in the finance industry.

7
Lily Zhang
CRD#: 7154533
4546 El Camino Real B10, #1013, Los Altos, CA 94022

Lily Zhang (CRD# 7154533) is an Investment Advisor Representative working at Diversifi Capital LLC in Los Altos, CA and has over 4 years of experience in the finance industry.

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