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
Maxwell Keltner (CRD# 4216279) is an Investment Advisor Representative working at Diversify Advisory Services, LLC in Sandy, UT and has over 23 years of experience in the finance industry.
Hyung Kim (CRD# 1685565) is an Investment Advisor Representative working at Diversify Advisory Services, LLC in Los Angeles, CA and has over 19 years of experience in the finance industry.
Leon Kim (CRD# 6602227) is an Investment Advisor Representative working at Diversify Advisory Services, LLC in Los Angeles, CA and has over 6 years of experience in the finance industry.
Brian King (CRD# 2922648) 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.
Jason Kiyosaki (CRD# 6617358) 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.
Kenneth Kladouris (CRD# 5181249) is an Investment Advisor Representative working at Diversify Advisory Services, LLC in Sandy, UT and has over 13 years of experience in the finance industry.
John Kwee (CRD# 1531077) is an Investment Advisor Representative working at Diversify Advisory Services, LLC in Sandy, UT and has over 37 years of experience in the finance industry.
Curtis Ladd (CRD# 1383014) is an Investment Advisor Representative working at Diversify Advisory Services, LLC in Sandy, UT and has over 38 years of experience in the finance industry.
John Lady (CRD# 2045202) is an Investment Advisor Representative working at Diversify Advisory Services, LLC in Greenville, SC and has over 24 years of experience in the finance industry.
Joseph Langlois (CRD# 4216281) is an Investment Advisor Representative working at Diversify Advisory Services, LLC in San Jose, CA and has over 23 years of experience in the finance industry.