DIVERSIFIED ASSET MANAGEMENT, INC.

DIVERSIFIED ASSET MANAGEMENT, INC. of BOULDER, CO is an SEC-registered investment adviser (CRD 112743). Regulatory assets under management: $126.4M.

Registration

• CRD: 112743
• SEC file number: 801-121445
• Type: Registered investment adviser
• Location: 3450 PENROSE PLACE, SUITE 160, BOULDER, CO, 80301
• Phone: 3034402906
• Latest filing: 2025-01-25
• Regulatory AUM: $126.4M
• Discretionary AUM: $120.9M
• Non-discretionary AUM: $5.5M
• Clients: 2
• Accounts: 85

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Corporations.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 112743 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search