Investment adviser · CRD 131008
HERITAGE FINANCIAL SOLUTIONS, LLC
Investment adviser filing (IA)
DIVERSIFIED PORTFOLIO MANAGEMENT, LLC
DODGE CITY, KS, United States · Form ADV filed Sep 27, 2023
- Regulatory AUM
- $84.2M Form ADV · Item 5.F
- Client accounts
- 393 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 17 | $43,506,154 | 51.7% |
| Individuals | 143 | $33,649,584 | 40.0% |
| Charities | 9 | $4,832,764 | 5.7% |
| Corporations & businesses | Fewer than 5 | $2,167,191 | 2.6% |
Filing source
Form ADV 1790144 · Sep 27, 2023 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe 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: Sep 27, 2023. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management
Compensation
Percentage of assets
Principal office
707 3RD AVENUE, SUITE BDODGE CITY, KS, 67801, United States
CRD 131008
Filing source
Form ADV 1790144 · Sep 27, 2023 · 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.