DIVERSIFIED PORTFOLIOS INC
Legal name: DIVERSIFIED PORTFOLIOS, INC.
CRD #108942 SEC #801-56371 BLOOMFIELD HILLS, MI 248-644-3030
SEC Registered
Total AUM
$1.7B
Discretionary
$1.7B
Employees
16
Clients
--
Accounts
2,152
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.7B | $1.7B | $0 | 16 | 0 |
| Jul 2024 | $1.5B | $1.5B | $22.7M | 10 | 0 |
| Mar 2024 | $1.5B | $1.5B | $22.7M | 10 | 0 |
| Mar 2023 | $1.3B | $1.2B | $20.6M | 10 | 0 |
| Mar 2022 | $1.5B | $1.4B | $34.6M | 9 | 0 |
| Nov 2021 | $1.2B | $1.2B | $50.2M | 10 | 0 |
| Aug 2021 | $1.2B | $1.2B | $50.2M | 10 | 0 |
| Mar 2021 | $1.2B | $1.2B | $50.2M | 10 | 0 |
| Sep 2020 | $1B | $998.5M | $36M | 7 | 0 |
| Jun 2020 | $1B | $998.5M | $36M | 7 | 0 |
| Mar 2020 | $1B | $998.5M | $36M | 7 | 0 |
| Mar 2019 | $841.9M | $810.7M | $31.1M | 7 | 0 |
| Mar 2018 | $898.1M | $858.4M | $39.7M | 6 | 0 |
| Jun 2017 | $741.7M | $710.7M | $31M | 6 | 400 |
| Feb 2017 | $741.7M | $710.7M | $31M | 6 | 400 |
| Feb 2016 | $665.7M | $628.2M | $37.6M | 7 | 400 |
| Feb 2016 | $665.7M | $628.2M | $37.6M | 7 | 400 |
| Mar 2015 | $625.9M | $625.9M | $0 | 6 | 300 |
| Feb 2015 | $512.7M | $512.7M | $0 | 7 | 300 |
| Jan 2015 | $512.7M | $512.7M | $0 | 7 | 300 |
| Mar 2014 | $512.7M | $512.7M | $0 | 7 | 300 |
| Nov 2013 | $408M | $408M | $0 | 6 | 300 |
| May 2013 | $408M | $408M | $0 | 6 | 300 |
| Mar 2013 | $408M | $408M | $0 | 6 | 300 |
| Mar 2012 | $350M | $350M | $0 | 1 | 300 |
| Mar 2011 | $375M | $375M | $0 | 5 | -- |
| Mar 2011 | $375M | $375M | $0 | 5 | -- |
| Oct 2010 | $350M | $350M | $0 | 5 | -- |
| Feb 2009 | $70.7M | $70.7M | $0 | 5 | -- |
| Feb 2007 | $86.1M | $86.1M | $0 | 5 | -- |
| Mar 2006 | $68.1M | $68.1M | $0 | 5 | -- |
| Sep 2005 | $56M | $56M | $0 | 5 | -- |
| Mar 2002 | $37.5M | $37.5M | $0 | 5 | -- |
| Oct 2001 | $37M | $37M | $0 | 5 | -- |
DateMar 2025
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees16
Clients0
DateJul 2024
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$22.7M
Employees10
Clients0
DateMar 2024
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$22.7M
Employees10
Clients0
DateMar 2023
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$20.6M
Employees10
Clients0
DateMar 2022
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$34.6M
Employees9
Clients0
DateNov 2021
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$50.2M
Employees10
Clients0
DateAug 2021
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$50.2M
Employees10
Clients0
DateMar 2021
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$50.2M
Employees10
Clients0
DateSep 2020
Total AUM$1B
Discretionary$998.5M
Non-Disc.$36M
Employees7
Clients0
DateJun 2020
Total AUM$1B
Discretionary$998.5M
Non-Disc.$36M
Employees7
Clients0
DateMar 2020
Total AUM$1B
Discretionary$998.5M
Non-Disc.$36M
Employees7
Clients0
DateMar 2019
Total AUM$841.9M
Discretionary$810.7M
Non-Disc.$31.1M
Employees7
Clients0
DateMar 2018
Total AUM$898.1M
Discretionary$858.4M
Non-Disc.$39.7M
Employees6
Clients0
DateJun 2017
Total AUM$741.7M
Discretionary$710.7M
Non-Disc.$31M
Employees6
Clients400
DateFeb 2017
Total AUM$741.7M
Discretionary$710.7M
Non-Disc.$31M
Employees6
Clients400
DateFeb 2016
Total AUM$665.7M
Discretionary$628.2M
Non-Disc.$37.6M
Employees7
Clients400
DateFeb 2016
Total AUM$665.7M
Discretionary$628.2M
Non-Disc.$37.6M
Employees7
Clients400
DateMar 2015
Total AUM$625.9M
Discretionary$625.9M
Non-Disc.$0
Employees6
Clients300
DateFeb 2015
Total AUM$512.7M
Discretionary$512.7M
Non-Disc.$0
Employees7
Clients300
DateJan 2015
Total AUM$512.7M
Discretionary$512.7M
Non-Disc.$0
Employees7
Clients300
DateMar 2014
Total AUM$512.7M
Discretionary$512.7M
Non-Disc.$0
Employees7
Clients300
DateNov 2013
Total AUM$408M
Discretionary$408M
Non-Disc.$0
Employees6
Clients300
DateMay 2013
Total AUM$408M
Discretionary$408M
Non-Disc.$0
Employees6
Clients300
DateMar 2013
Total AUM$408M
Discretionary$408M
Non-Disc.$0
Employees6
Clients300
DateMar 2012
Total AUM$350M
Discretionary$350M
Non-Disc.$0
Employees1
Clients300
DateMar 2011
Total AUM$375M
Discretionary$375M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$375M
Discretionary$375M
Non-Disc.$0
Employees5
Clients--
DateOct 2010
Total AUM$350M
Discretionary$350M
Non-Disc.$0
Employees5
Clients--
DateFeb 2009
Total AUM$70.7M
Discretionary$70.7M
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$86.1M
Discretionary$86.1M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$68.1M
Discretionary$68.1M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$56M
Discretionary$56M
Non-Disc.$0
Employees5
Clients--
DateMar 2002
Total AUM$37.5M
Discretionary$37.5M
Non-Disc.$0
Employees5
Clients--
DateOct 2001
Total AUM$37M
Discretionary$37M
Non-Disc.$0
Employees5
Clients--