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Diversified Portfolios, Inc. CRD 108942
$1.94B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
39520 Woodward Avenue Suite 200, Bloomfield Hills, MI 48304 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2013-03-11 |
| MI | RA | APPROVED | 2010-09-14 |
Branch Locations
39520 Woodward Avenue Suite 200, Bloomfield Hills, MI 48304 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Diversified Portfolios, Inc | Bloomfield Hills | MI | 01/2010 | Present |
TRUSTEE, CHRIST CHURCH CRANBOOK, BLOOMFIELD HILLS, MI
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-01-05 |
| S63 | Uniform Securities Agent State Law Examination | 1993-09-20 |
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