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).
-
Total Assets Under Management288MILLION
-
Total Number of Accounts698ACCOUNTS
-
Average Account Value$412,047
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
CA, CO, DC, NH, NY, OR, TX, VA, WA
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.
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.
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.
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.
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.
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.