DIVERSIFIED INVESTMENT STRATEGIES, LLC
Legal name: ADVISOR.INVESTMENTS
CRD #142202 SEC #801-67260 BATON ROUGE, LA 225-292-0687
SEC Registered Private Funds
Total AUM
$195.5M
Discretionary
$192.2M
Employees
6
Clients
--
Accounts
306
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Louisiana
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jan 14, 2025
- Branch Offices
- 7
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| HAAG, SHANE, JOSEPH | I | MEMBER | D | Control |
| HAAG, SHANE, JOSEPH | I | MEMBER | D | Control |
| HAAG, SHANE, JOSEPH | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| HAAG, SHANE, JOSEPH | I | MEMBER | D | Control |
| HAAG, SHANE, JOSEPH | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| HAAG, SHANE, JOSEPH | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| HAAG, SHANE, JOSEPH | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| HAAG, SHANE, JOSEPH | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| HAAG, SHANE, JOSEPH | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| HAAG, SHANE, JOSEPH | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| HAAG, SHANE, JOSEPH | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| HAAG, SHANE, JOSEPH | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| HAAG, SHANE, JOSEPH | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| HAAG, SHANE, JOSEPH | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| HAAG, SHANE, JOSEPH | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| HAAG, SHANE, JOSEPH | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| HAAG, SHANE, JOSEPH | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| HAAG, SHANE, JOSEPH | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| HAAG, SHANE, JOSEPH | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| HAAG, SHANE, JOSEPH | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| HAAG, SHANE, JOSEPH | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| HAAG, SHANE, JOSEPH | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| HAAG, SHANE, JOSEPH | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| HAAG, SHANE, JOSEPH | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| HAAG, SHANE, JOSEPH | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| HAAG, SHANE, JOSEPH | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| HAAG, SHANE, JOSEPH | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| HAAG, SHANE, JOSEPH | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| HAAG, SHANE, JOSEPH | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| HAAG, SHANE, JOSEPH | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| HAAG, SHANE, JOSEPH | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| HAAG, SHANE, JOSEPH | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| HAAG, SHANE, JOSEPH | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| HAAG, SHANE, JOSEPH | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| HAAG, SHANE, JOSEPH | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| POPE, JAMES, LEE | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| POPE, JAMES, LEE | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| POPE, JAMES, LEE | I | MEMBER | D | Control |
| POPE, JAMES, LEE | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| POPE, JAMES, LEE | I | MEMBER | D | Control |
| POPE, JAMES, LEE | I | MEMBER | D | Control |
| POPE, JAMES, LEE | I | MEMBER | D | Control |
| POPE, JAMES, LEE | I | MEMBER | D | Control |
| POPE, JAMES, LEE | I | MEMBER | D | Control |
| POPE, JAMES, LEE | I | MEMBER | D | Control |
| POPE, JAMES, LEE | I | MEMBER | D | Control |
| POPE, JAMES, LEE | I | MEMBER | D | Control |
| POPE, JAMES, LEE | I | MEMBER | D | Control |
| POPE, JAMES, LEE | I | MEMBER | D | Control |
| POPE, JAMES, LEE | I | MEMBER | D | Control |
| POPE, JAMES, LEE | I | MEMBER | D | Control |
| POPE, JAMES, LEE | I | MEMBER | D | Control |
| POPE, JAMES, LEE | I | MEMBER | D | Control |
| POPE, JAMES, LEE | I | MEMBER | D | Control |
| POPE, JAMES, LEE | I | MEMBER | D | Control |
| POPE, JAMES, LEE | I | MEMBER | D | Control |
| POPE, JAMES, LEE | I | MEMBER | D | Control |
| POPE, JAMES, LEE | I | MEMBER | D | Control |
| POPE, JAMES, LEE | I | MEMBER | D | Control |
| POPE, JAMES, LEE | I | MEMBER | D | Control |
| POPE, JAMES, LEE | I | MEMBER | D | Control |
| POPE, JAMES, LEE | I | MEMBER | D | Control |
| POPE, JAMES, LEE | I | MEMBER | D | Control |
| POPE, JAMES, LEE | I | MEMBER | D | Control |
| POPE, JAMES, LEE | I | MEMBER | D | Control |
| POPE, JAMES, LEE | I | MEMBER | D | Control |
| POPE, JAMES, LEE | I | MEMBER | D | Control |
| POPE, JAMES, LEE | I | MEMBER | D | Control |
| POPE, JAMES, LEE | I | MEMBER | D | Control |
| POPE, JAMES, LEE | I | MEMBER | D | Control |
Registrations
Federal
IA
Jan 14, 2025 REGISTERED
Notice Filings (6)
AL FL LA MS NE TX
Address
4870 BLUEBONNET BLVD.SUITE B
BATON ROUGE, LA 70809
United States
Phone: 225-292-0687