Investment adviser · CRD 107561

DIVERSIFIED FINANCIAL

Investment adviser filing (IA)

DELURGIO NICHOLAS DAVID

SCOTTS VALLEY, CA, United States · Form ADV filed May 16, 2012

Regulatory AUM
$48.2M
Form ADV · Item 5.F
Client accounts
160
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: May 16, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management · Educational seminars

Compensation

Percentage of assets · Hourly · Commissions

Principal office

108 WHISPERING PINES DR STE 130
SCOTTS VALLEY, CA, 95066-4785, United States

CRD 107561

Filing source

Form ADV 647341 · May 16, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.