DIVERSIFIED PORTFOLIOS, INC.
BLOOMFIELD HILLS, MI · CRD 108942 · IAPD ↗ · divport.com · 248-644-3030
$1.94BRegulatory AUM
11Advisory reps
19Employees
0Clients
More than 500Planning clients
0Private funds
13States
0Disclosures
wealthSegment
ApprovedSEC status
Filing changes
72
April 2026 — DIVERSIFIED PORTFOLIOS, INC. grew from 9 to 11 advisory reps.
CRMRecruiting & transitionsComplianceFinancial planning software
30
April 2024 — DIVERSIFIED PORTFOLIOS, INC. changed its website from diversifiedportfolios.net to divport.com.
Marketing & brand
63
April 2024 — DIVERSIFIED PORTFOLIOS, INC. reports More than 500 financial-planning clients, up from 251-500.
Financial planning software
Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.