DIVERSIFIED CONSUMER PLANNING LLC

DIVERSIFIED CONSUMER PLANNING LLC is an SEC-registered investment adviser (CRD 151869). Regulatory assets under management: $9.7M.

Registration

• CRD: 151869
• Type: Registered investment adviser
• Phone: 734-678-8428
• Latest filing: 2026-01-22
• Regulatory AUM: $9.7M
• Discretionary AUM: $9.7M
• Clients: 2
• Accounts: 79

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 151869 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search