RIA Intel›Advisers›Colorado›DIVERSIFIED ASSET MANAGEMENT, INC.

DIVERSIFIED ASSET MANAGEMENT, INC.

Advisory

N·BOULDER, CO

Data as of Apr 12, 2024 · Source: SEC Form ADV

Total AUM

$126M

1-Year AUM Growth

+11.9%

3-Year CAGR

+0.9%

Employees

1

Assets Under Management

Total AUM$126M

Discretionary AUM$121M

Non-Discretionary AUM$5M

Discretionary %95.7%

Total Clients85

Team

Total Employees1

Investment Advisers2

Employee Growth (1Y)—

Filing History

Total Filings on Record22

First FilingDec 20, 2005

Latest FilingApr 12, 2024

🔒 Full AUM trend chart and 22 historical filings spanning 19+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on DIVERSIFIED ASSET MANAGEMENT, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.