DIVERSIFIED ASSET MANAGEMENT, INC.
CRD #112743 SEC #801-121445 BOULDER, CO 3034402906
SEC Registered
Total AUM
$126.4M
Discretionary
$120.9M
Employees
2
Clients
25
Accounts
85
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $126.4M | $120.9M | $5.5M | 2 | 2 |
| Apr 2024 | $115M | $111.1M | $4M | 2 | 2 |
| Feb 2024 | $115M | $111.1M | $4M | 2 | 2 |
| Sep 2023 | $102.8M | $102.8M | $0 | 1 | 2 |
| Jul 2023 | $102.8M | $102.8M | $0 | 1 | 2 |
| Feb 2023 | $102.8M | $102.8M | $0 | 1 | 2 |
| Feb 2022 | $117.9M | $117.9M | $0 | 1 | 2 |
| Aug 2021 | $112.1M | $112.1M | $0 | 1 | 1 |
| May 2021 | $112.1M | $112.1M | $0 | 1 | 1 |
| Jun 2012 | $57.5M | $53.4M | $4.1M | 1 | 26 |
| Mar 2012 | $57.5M | $53.4M | $4.1M | 1 | 26 |
| Feb 2012 | $57.5M | $53.4M | $4.1M | 1 | 26 |
| Jan 2012 | $59.6M | $55.4M | $4.3M | 1 | 26 |
| Dec 2011 | $59.6M | $55.4M | $4.3M | 1 | 26 |
| Mar 2011 | $59.6M | $55.4M | $4.3M | 5 | -- |
| Aug 2010 | $49.6M | $46.9M | $2.7M | 5 | -- |
| Mar 2010 | $49.6M | $46.9M | $2.7M | 5 | -- |
| Mar 2007 | $40.6M | $37.9M | $2.7M | 5 | -- |
| Mar 2006 | $32.5M | $30.4M | $2M | 5 | -- |
| Dec 2005 | $29.2M | $27.7M | $1.5M | 5 | -- |
DateJan 2025
Total AUM$126.4M
Discretionary$120.9M
Non-Disc.$5.5M
Employees2
Clients2
DateApr 2024
Total AUM$115M
Discretionary$111.1M
Non-Disc.$4M
Employees2
Clients2
DateFeb 2024
Total AUM$115M
Discretionary$111.1M
Non-Disc.$4M
Employees2
Clients2
DateSep 2023
Total AUM$102.8M
Discretionary$102.8M
Non-Disc.$0
Employees1
Clients2
DateJul 2023
Total AUM$102.8M
Discretionary$102.8M
Non-Disc.$0
Employees1
Clients2
DateFeb 2023
Total AUM$102.8M
Discretionary$102.8M
Non-Disc.$0
Employees1
Clients2
DateFeb 2022
Total AUM$117.9M
Discretionary$117.9M
Non-Disc.$0
Employees1
Clients2
DateAug 2021
Total AUM$112.1M
Discretionary$112.1M
Non-Disc.$0
Employees1
Clients1
DateMay 2021
Total AUM$112.1M
Discretionary$112.1M
Non-Disc.$0
Employees1
Clients1
DateJun 2012
Total AUM$57.5M
Discretionary$53.4M
Non-Disc.$4.1M
Employees1
Clients26
DateMar 2012
Total AUM$57.5M
Discretionary$53.4M
Non-Disc.$4.1M
Employees1
Clients26
DateFeb 2012
Total AUM$57.5M
Discretionary$53.4M
Non-Disc.$4.1M
Employees1
Clients26
DateJan 2012
Total AUM$59.6M
Discretionary$55.4M
Non-Disc.$4.3M
Employees1
Clients26
DateDec 2011
Total AUM$59.6M
Discretionary$55.4M
Non-Disc.$4.3M
Employees1
Clients26
DateMar 2011
Total AUM$59.6M
Discretionary$55.4M
Non-Disc.$4.3M
Employees5
Clients--
DateAug 2010
Total AUM$49.6M
Discretionary$46.9M
Non-Disc.$2.7M
Employees5
Clients--
DateMar 2010
Total AUM$49.6M
Discretionary$46.9M
Non-Disc.$2.7M
Employees5
Clients--
DateMar 2007
Total AUM$40.6M
Discretionary$37.9M
Non-Disc.$2.7M
Employees5
Clients--
DateMar 2006
Total AUM$32.5M
Discretionary$30.4M
Non-Disc.$2M
Employees5
Clients--
DateDec 2005
Total AUM$29.2M
Discretionary$27.7M
Non-Disc.$1.5M
Employees5
Clients--