Assets Under Management
$23.1M
Number of Clients
6
Number of Advisors
1
Average Client AUM
$3.8M
AUM per Advisor
$23.1M
Compensation
Fee-Only (AUM)
Diversified Capital Corporation Advisory Division provides personalized investment management through consultations, focusing on managing client portfolios. Discussions include financial objectives, goals, cash flow needs, tax considerations, education funding, and retirement planning. The firm is fee-only and does not sell commissioned products.
CO, United States