DIVERSIFIED PORTFOLIO MANAGEMENT, LLC
Legal name: HERITAGE FINANCIAL SOLUTIONS, LLC
CRD #131008 SEC #801-121552 DODGE CITY, KS 620-471-2020
SEC Registered
Total AUM
$84.2M
Discretionary
$84.2M
Employees
2
Clients
0
Accounts
393
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2023 | $84.2M | $84.2M | $0 | 2 | 0 |
| Sep 2023 | $84.2M | $84.2M | $0 | 2 | 0 |
| Aug 2023 | $84.2M | $84.2M | $0 | 2 | 0 |
| Jul 2023 | $84.2M | $84.2M | $0 | 2 | 0 |
| Jun 2023 | $84.2M | $84.2M | $0 | 2 | 0 |
| Jun 2023 | $90.4M | $90.4M | $0 | 2 | 0 |
| May 2023 | $90.4M | $90.4M | $0 | 2 | 0 |
| May 2023 | $90.4M | $90.4M | $0 | 2 | 0 |
| Mar 2023 | $90.4M | $90.4M | $0 | 2 | 0 |
| Nov 2022 | $105.8M | $105.8M | $0 | 4 | 0 |
| Mar 2022 | $105.8M | $105.8M | $0 | 4 | 0 |
| Oct 2021 | $104.9M | $104.9M | $0 | 4 | 0 |
| May 2021 | $104.9M | $104.9M | $0 | 4 | 0 |
| Mar 2012 | $62.2M | $62.2M | $0 | 1 | 300 |
| Feb 2012 | $62.2M | $62.2M | $0 | 1 | 300 |
| Feb 2012 | $62.2M | $62.2M | $0 | 1 | 300 |
| Feb 2012 | $62.2M | $62.2M | $0 | 1 | 300 |
| Jul 2011 | $70.3M | $70.3M | $0 | 5 | -- |
| May 2011 | $70.3M | $70.3M | $0 | 5 | -- |
| Mar 2011 | $67.4M | $67.4M | $0 | 5 | -- |
| Mar 2009 | $45.2M | $45.2M | $0 | 5 | -- |
| Mar 2008 | $59.4M | $59.4M | $0 | 5 | -- |
| Apr 2007 | $53M | $53M | $0 | 5 | -- |
| Apr 2007 | $53M | $53M | $0 | 5 | -- |
DateSep 2023
Total AUM$84.2M
Discretionary$84.2M
Non-Disc.$0
Employees2
Clients0
DateSep 2023
Total AUM$84.2M
Discretionary$84.2M
Non-Disc.$0
Employees2
Clients0
DateAug 2023
Total AUM$84.2M
Discretionary$84.2M
Non-Disc.$0
Employees2
Clients0
DateJul 2023
Total AUM$84.2M
Discretionary$84.2M
Non-Disc.$0
Employees2
Clients0
DateJun 2023
Total AUM$84.2M
Discretionary$84.2M
Non-Disc.$0
Employees2
Clients0
DateJun 2023
Total AUM$90.4M
Discretionary$90.4M
Non-Disc.$0
Employees2
Clients0
DateMay 2023
Total AUM$90.4M
Discretionary$90.4M
Non-Disc.$0
Employees2
Clients0
DateMay 2023
Total AUM$90.4M
Discretionary$90.4M
Non-Disc.$0
Employees2
Clients0
DateMar 2023
Total AUM$90.4M
Discretionary$90.4M
Non-Disc.$0
Employees2
Clients0
DateNov 2022
Total AUM$105.8M
Discretionary$105.8M
Non-Disc.$0
Employees4
Clients0
DateMar 2022
Total AUM$105.8M
Discretionary$105.8M
Non-Disc.$0
Employees4
Clients0
DateOct 2021
Total AUM$104.9M
Discretionary$104.9M
Non-Disc.$0
Employees4
Clients0
DateMay 2021
Total AUM$104.9M
Discretionary$104.9M
Non-Disc.$0
Employees4
Clients0
DateMar 2012
Total AUM$62.2M
Discretionary$62.2M
Non-Disc.$0
Employees1
Clients300
DateFeb 2012
Total AUM$62.2M
Discretionary$62.2M
Non-Disc.$0
Employees1
Clients300
DateFeb 2012
Total AUM$62.2M
Discretionary$62.2M
Non-Disc.$0
Employees1
Clients300
DateFeb 2012
Total AUM$62.2M
Discretionary$62.2M
Non-Disc.$0
Employees1
Clients300
DateJul 2011
Total AUM$70.3M
Discretionary$70.3M
Non-Disc.$0
Employees5
Clients--
DateMay 2011
Total AUM$70.3M
Discretionary$70.3M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$67.4M
Discretionary$67.4M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$45.2M
Discretionary$45.2M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$59.4M
Discretionary$59.4M
Non-Disc.$0
Employees5
Clients--
DateApr 2007
Total AUM$53M
Discretionary$53M
Non-Disc.$0
Employees5
Clients--
DateApr 2007
Total AUM$53M
Discretionary$53M
Non-Disc.$0
Employees5
Clients--