Diversify Advisory Services, LLC
Diversify Advisory Services, LLC (CRD# 326060) is a financial advisory firm headquartered in Sandy, UT. They manage $2,872,027,172 in 13,027 accounts and serve the financial needs of clients across 20 states (or territories).
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Total Assets Under Management2,872MILLION
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Total Number of Accounts13,027ACCOUNTS
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Average Account Value$220,467
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AZ, CA, CO, DE, FL, HI, IL, MO, MT, ND, NJ, NY, OR, PA, SC, TX, UT, VA
Anthony Cipolla (CRD# 4559516) is an Investment Advisor Representative working at Diversify Advisory Services, LLC in Santa Rosa, CA and has over 21 years of experience in the finance industry.
Christopher Claridge (CRD# 5094005) is an Investment Advisor Representative working at Diversify Advisory Services, LLC in Thatcher, AZ and has over 11 years of experience in the finance industry.
Wayne Clark (CRD# 6829761) is an Investment Advisor Representative working at Diversify Advisory Services, LLC in Sandy, UT and has over 6 years of experience in the finance industry.
Jason Connolly (CRD# 4708924) is an Investment Advisor Representative working at Diversify Advisory Services, LLC in San Jose, CA and has over 20 years of experience in the finance industry.
Jenifer Connors (CRD# 6523942) is an Investment Advisor Representative working at Diversify Advisory Services, LLC in Sandy, UT and has over 8 years of experience in the finance industry.
Christopher Cook (CRD# 3142516) is an Investment Advisor Representative working at Diversify Advisory Services, LLC in Sandy, UT and has over 25 years of experience in the finance industry.
Kevin Crowley (CRD# 5464425) is an Investment Advisor Representative working at Diversify Advisory Services, LLC in Conshohocken, PA and has over 16 years of experience in the finance industry.
Kayla Daniel (CRD# 6757283) is an Investment Advisor Representative working at Diversify Advisory Services, LLC in San Jose, CA and has over 6 years of experience in the finance industry.
Joseph Ellis (CRD# 5288068) is an Investment Advisor Representative working at Diversify Advisory Services, LLC in San Jose, CA and has over 17 years of experience in the finance industry.
Tyler Fagergren (CRD# 5534915) is an Investment Advisor Representative working at Diversify Advisory Services, LLC in Sandy, UT and has over 15 years of experience in the finance industry.