The DIVERSIFIED FINANCIAL CONSULTANTS is a privately held investment adviser that advises $2.79Bn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. DIVERSIFIED FINANCIAL CONSULTANTS is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 205.12% over the last 5-years.
The Group has been registered with the SEC for 8.4 years and is comprised of 1 filing and 0 relying advisers. They operate out of 8 office locations with their Headquarters at 3705 CONCORD PIKE, WILMINGTON, DELAWARE. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 53 employees comprised of 34 investment and 19 non-investment staff. The total number of Employees increased by 178.95% over the last 5-years.
Their $2.79Bn in assets advised are owned by 1 private fund, 0 public funds and BDCs and 19 other accounts. Assets of High Net Worth Individuals clients own $2.22Bn or 79.55% of Total Assets and Individuals own $440.01mn or 15.76% of Total Assets.
The Group's top investment strategies include Cash, representing 100% of total assets, respectively.
They advise 5 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
DIVERSIFIED FINANCIAL CONSULTANTS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.