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DIVERSIFIED PORTFOLIOS, INC.
Legal name: DIVERSIFIED PORTFOLIOS INC
CRD 108942File 801-56371
APPROVED
Retail clients
Custody
Filing as of Mar 26, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.94B
Top 25% of cohort (national)
Discretionary AUM
$1.94B
Clients
665
2,514 accounts
Employees
19
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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 16 | 19 | increased by3 |
| Apr 1, 2026 | Clients | 620 | 665 | increased by45 |
| Apr 1, 2026 | AUM | $1,660,883,638 | $1,935,596,870 | increased by$274,713,232 |
| Apr 1, 2026 | Accounts | 2,152 | 2,514 | increased by362 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 9 | 16 | increased by7 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 524 | 620 | increased by96 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,466,343,423 | $1,660,883,638 | increased by$194,540,215 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,845 | 2,152 | increased by307 |
| Apr 1, 2022 | Employees | 10 | 9 | decreased by1 |
| Apr 1, 2022 | Clients | 489 | 524 | increased by35 |
| Apr 1, 2022 | AUM | $1,203,098,879 | $1,466,343,423 | increased by$263,244,544 |
| Apr 1, 2022 | Accounts | 1,710 | 1,845 | increased by135 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “DIVERSIFIED PORTFOLIOS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“DIVERSIFIED PORTFOLIOS” may also match similarly-named firms). Confirm identity against each filing.
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.