DIVERSIFIED INVESTMENT SERVICES LLC

DIVERSIFIED INVESTMENT SERVICES LLC of DURHAM, NC is an SEC-registered investment adviser (CRD 288689). Regulatory assets under management: $29.3M.

Registration

• CRD: 288689
• Type: Registered investment adviser
• Location: 3200 CROASDAILE DRIVE, DURHAM, NC, 27705
• Phone: 919-382-3366
• Latest filing: 2026-01-22
• Regulatory AUM: $29.3M
• Discretionary AUM: $29.3M
• Clients: 1
• Accounts: 157

Business model

Compensation: % of AUM, Fixed.

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 288689 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search