DIVERSIFIED PORTFOLIOS INC of BLOOMFIELD HILLS, MI is an SEC-registered investment adviser (CRD 108942). Regulatory assets under management: $1.9B.
Compensation: % of AUM.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| Thomas Carpenter Post | SECRETARY | — |
| Katharine Post Wagner | PRESIDENT; SHAREHOLDER | — |
| James Bradley Cox | CCO/COO/SHAREHOLDER | — |
| Ronald Mark Yolles | TRUSTEE | — |
| Daniel Ross Goldberg | TRUSTEE | — |
| POST THOMAS CARPENTER | SECRETARY | — |
| TOAL ROBERT EDWARD | PRESIDENT; PRESIDENT/CCO; PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| YOLLES RONALD MARK | SHAREHOLDER; TREASURER | — |
| WAGNER KATHARINE POST | PRESIDENT; SHAREHOLDER | — |
| Adams Carla Taylor | SHAREHOLDER | — |
| Cox James Bradley | CHIEF ADMINISTRATIVE OFFICER; CHIEF COMPLIANCE OFFICER | — |