DIVERSIFIED PORTFOLIOS, INC.

Legal name: DIVERSIFIED PORTFOLIOS INC

CRD 108942File 801-56371

APPROVED

Retail clients

Custody

Filing as of Mar 26, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.94B

Top 25% of cohort (national)

Discretionary AUM

$1.94B

Clients

665

2,514 accounts

Employees

Top 25% of cohort in MI

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: CHRO
Registration date: Mar 23, 1999
Principal office: 39520 WOODWARD AVENUE, SUITE 200, BLOOMFIELD HILLS, MI, 48304
Phone: 248-644-3030
Website: HTTPS://WWW.DIVPORT.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.94B
Discretionary AUM: $1.94B
Non-discretionary AUM: $0
Discretionary accounts: 2,514
Non-discretionary accounts: 0
Total accounts: 2,514
AUM per client: $2.9M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	5	$13.2M
Charitable organizations	Fewer than 5	$63.5M
High net worth individuals	182	$1.38B
Pension and profit sharing plans	Fewer than 5	$2.7M
Individuals (other than high net worth individuals)	478	$477.9M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.