Assets Under Management
$3.2B
Number of Clients
3,698
Number of Advisors
105
Average Client AUM
$867K
AUM per Advisor
$30.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
Diversify Advisory Services offers investment advisory services through individual accounts, joint accounts, IRAs, trusts, and employee benefit plans. They provide financial planning, consulting, and investment management services, including alternative investments. They utilize various platforms like AMS, OMS, DMS, VMS, EPS and TMS.
9017 S Riverside Dr., Suite 210, Sandy, UT, 84070