DIVERSIFIED RESOURCES, LLC
CRD #31346 SEC #801-108432 WARWICK, RI (401) 941-1500
SEC Registered Broker-Dealer
Total AUM
$233.7M
Discretionary
$233.7M
Employees
7
Clients
--
Accounts
1,139
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $233.7M | $233.7M | $0 | 7 | 3 |
| Nov 2024 | $209.1M | $209.1M | $0 | 6 | 3 |
| Sep 2024 | $209.1M | $209.1M | $0 | 6 | 3 |
| Apr 2024 | $209.1M | $209.1M | $0 | 6 | 3 |
| Mar 2024 | $209.1M | $209.1M | $0 | 5 | 3 |
| Mar 2023 | $175.8M | $175.8M | $0 | 4 | 0 |
| Oct 2022 | $184.3M | $184.3M | $0 | 6 | 0 |
| Mar 2022 | $184.3M | $184.3M | $0 | 6 | 0 |
| Nov 2021 | $163.2M | $163.2M | $0 | 6 | 0 |
| Oct 2021 | $163.2M | $163.2M | $0 | 6 | 0 |
| Oct 2021 | $163.2M | $163.2M | $0 | 6 | 0 |
| Oct 2021 | $163.2M | $163.2M | $0 | 6 | 0 |
| Mar 2021 | $163.2M | $163.2M | $0 | 6 | 0 |
| Nov 2020 | $150.3M | $150.3M | $0 | 6 | 0 |
| Jun 2020 | $150.3M | $150.3M | $0 | 6 | 0 |
| Mar 2020 | $150.3M | $150.3M | $0 | 6 | 0 |
| Mar 2019 | $121M | $121M | $0 | 6 | 6 |
| Mar 2018 | $125.2M | $125.2M | $0 | 4 | 12 |
| Aug 2017 | $112.6M | $112.6M | $0 | 4 | 300 |
| Mar 2017 | $112.6M | $112.6M | $0 | 4 | 300 |
| Sep 2016 | $109.5M | $109.5M | $0 | 3 | 400 |
| Sep 2016 | $109.5M | $109.5M | $0 | 3 | 400 |
DateMar 2025
Total AUM$233.7M
Discretionary$233.7M
Non-Disc.$0
Employees7
Clients3
DateNov 2024
Total AUM$209.1M
Discretionary$209.1M
Non-Disc.$0
Employees6
Clients3
DateSep 2024
Total AUM$209.1M
Discretionary$209.1M
Non-Disc.$0
Employees6
Clients3
DateApr 2024
Total AUM$209.1M
Discretionary$209.1M
Non-Disc.$0
Employees6
Clients3
DateMar 2024
Total AUM$209.1M
Discretionary$209.1M
Non-Disc.$0
Employees5
Clients3
DateMar 2023
Total AUM$175.8M
Discretionary$175.8M
Non-Disc.$0
Employees4
Clients0
DateOct 2022
Total AUM$184.3M
Discretionary$184.3M
Non-Disc.$0
Employees6
Clients0
DateMar 2022
Total AUM$184.3M
Discretionary$184.3M
Non-Disc.$0
Employees6
Clients0
DateNov 2021
Total AUM$163.2M
Discretionary$163.2M
Non-Disc.$0
Employees6
Clients0
DateOct 2021
Total AUM$163.2M
Discretionary$163.2M
Non-Disc.$0
Employees6
Clients0
DateOct 2021
Total AUM$163.2M
Discretionary$163.2M
Non-Disc.$0
Employees6
Clients0
DateOct 2021
Total AUM$163.2M
Discretionary$163.2M
Non-Disc.$0
Employees6
Clients0
DateMar 2021
Total AUM$163.2M
Discretionary$163.2M
Non-Disc.$0
Employees6
Clients0
DateNov 2020
Total AUM$150.3M
Discretionary$150.3M
Non-Disc.$0
Employees6
Clients0
DateJun 2020
Total AUM$150.3M
Discretionary$150.3M
Non-Disc.$0
Employees6
Clients0
DateMar 2020
Total AUM$150.3M
Discretionary$150.3M
Non-Disc.$0
Employees6
Clients0
DateMar 2019
Total AUM$121M
Discretionary$121M
Non-Disc.$0
Employees6
Clients6
DateMar 2018
Total AUM$125.2M
Discretionary$125.2M
Non-Disc.$0
Employees4
Clients12
DateAug 2017
Total AUM$112.6M
Discretionary$112.6M
Non-Disc.$0
Employees4
Clients300
DateMar 2017
Total AUM$112.6M
Discretionary$112.6M
Non-Disc.$0
Employees4
Clients300
DateSep 2016
Total AUM$109.5M
Discretionary$109.5M
Non-Disc.$0
Employees3
Clients400
DateSep 2016
Total AUM$109.5M
Discretionary$109.5M
Non-Disc.$0
Employees3
Clients400