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
Karl Sadanaga (CRD# 4496784) is an Investment Advisor Representative working at Diversify Advisory Services, LLC in Honolulu, HI and has over 21 years of experience in the finance industry.
Robert Sale (CRD# 4948614) is an Investment Advisor Representative working at Diversify Advisory Services, LLC in Sandy, UT and has over 18 years of experience in the finance industry.
James Serratelli (CRD# 2261189) is an Investment Advisor Representative working at Diversify Advisory Services, LLC in Sandy, UT and has over 31 years of experience in the finance industry.
Thomas Shanley (CRD# 2127985) is an Investment Advisor Representative working at Diversify Advisory Services, LLC in Carefree, AZ and has over 17 years of experience in the finance industry.
Kyle Shimoda (CRD# 5002402) is an Investment Advisor Representative working at Diversify Advisory Services, LLC in Honolulu, HI and has over 18 years of experience in the finance industry.
Bryan Sonderby (CRD# 4829213) is an Investment Advisor Representative working at Diversify Advisory Services, LLC in Rancho Santa Fe, CA and has over 11 years of experience in the finance industry.
Charles Sorensen (CRD# 3255618) is an Investment Advisor Representative working at Diversify Advisory Services, LLC in Sandy, UT and has over 24 years of experience in the finance industry.
Darren Speight (CRD# 5347461) 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.
Daniel Teague (CRD# 6206280) 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.
Ruben Vilorio (CRD# 6767977) 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.