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).
-
Total Assets Under Management2,872MILLION
-
Total Number of Accounts13,027ACCOUNTS
-
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
Justin Lowy (CRD# 5935993) is an Investment Advisor Representative working at Diversify Advisory Services, LLC in Sandy, UT and has over 12 years of experience in the finance industry.
Daniel Luke (CRD# 4324353) 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.
Colin Mansfield (CRD# 4643275) is an Investment Advisor Representative working at Diversify Advisory Services, LLC in Sandy, UT and has over 20 years of experience in the finance industry.
James Mitchell (CRD# 336937) is an Investment Advisor Representative working at Diversify Advisory Services, LLC in Decatur, AL and has over 20 years of experience in the finance industry.
Kye Moser (CRD# 6301842) is an Investment Advisor Representative working at Diversify Advisory Services, LLC in Sandy, UT and has over 10 years of experience in the finance industry.
Anton Nijmeh (CRD# 2314585) is an Investment Advisor Representative working at Diversify Advisory Services, LLC in San Jose, CA and has over 28 years of experience in the finance industry.
William Parente (CRD# 1243198) is an Investment Advisor Representative working at Diversify Advisory Services, LLC in Sandy, UT and has over 40 years of experience in the finance industry.
Breanne Polonia (CRD# 4417531) is an Investment Advisor Representative working at Diversify Advisory Services, LLC in Sandy, UT and has over 16 years of experience in the finance industry.
Michael Redmond (CRD# 3164646) 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.
Matthew Rigby (CRD# 6767980) 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.