DIVERSIFIED ASSET MANAGEMENT, INC.
Adviser information for DIVERSIFIED ASSET MANAGEMENT, INC. last updated from Form ADV on February 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Colorado, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 303 | $111.1M |
| Non-Discretionary | 8 | $4.0M |
| Total | 311 | $115.0M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 48 | $21.4M |
| HNW Individuals | 29 | $88.6M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 9 | $5.1M |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 2 |
| No. of Non-U.S. Clients | 3 |
| No. of Financial Planning Clients | 11-25 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesPublication of periodicals or newsletters |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-121445 |
|---|---|
| SEC ERA File Number | 801-121445 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 112743 |
| Legal Entity Identifier | None |
Principal Office
3450 PENROSE PLACE, SUITE 160BOULDER
CO
United States
Monday - Friday, 9AM-5PM
Tel: 3034402906, Fax: 303-539-9880
Websites
www.instagram.com/damiboulder/
www.youtube.com/channel/uc2jijsgt4tic-84ytd3gmxq
plus.google.com/109397091089204609250
vimeo.com/damiboulder/
www.diversifiedassetmanagement.com/
www.linkedin.com/in/robert-pyle-cfp-cfa-aep/
www.linkedin.com/company/2732218
www.facebook.com/diversifiedassetmanagement/
twitter.com/damiboulder
Chief Compliance Officer
ROBERT J. PYLE
CFP, CFA, AEP
3450 PENROSE PLACE, SUITE 160
BOULDER
CO
United States
Tel:
3034402906
R****@*****************************M
(Full email address available in API data)
Regulatory Contact
MARK BELL
COMPLIANCE CONSULTANT
3210 S GILPIN ST
ENGLEWOOD
CO
United States
Tel:
303-884-5476
M***@********************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| PYLE, ROBERT, JAMES | Individual | – | PRESIDENT-CHIEF COMPLIANCE OFFICER | 04/1996 | > 75% |