Diversified Portfolio Management, LLC is an adviser based in Dodge City. It manages $62.22 million of regulatory assets for 560 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Colorado, Kansas, Louisiana, Nebraska, and Texas.
Diversified Portfolio Management provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Diversified Portfolio Management, LLC is $62.22 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 70% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Diversified Portfolio Management, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Diversified Portfolio Management, LLC performs its advisory services is located at 2410 Central Avenue, Dodge City, KS 67801, which is also the mailing address of the firm. An additional office of the firm is in Greensburg, KS. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 620-225-6100 or by fax 620-225-5007. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday.