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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 |
|---|---|---|---|
| MI | RA | APPROVED | 2021-09-03 |
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 |
|---|---|---|---|---|
| J.P. Morgan Institutional Investments Inc. | New York | NY | 11/2010 | 07/2021 |
| Jpmorgna Investment Management Inc. | New York | NY | 07/2010 | 07/2021 |
| Diversified Portfolios, Inc. | Bloomfield Hills | MI | 07/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-02-08 |
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