DIVERSIFY WEALTH MANAGEMENT, Portfolio and News - GuruFocus

DIVERSIFY WEALTH MANAGEMENT, . In addition to sector and industry breakdowns, there are holding history and performance-related charts and tables. The SEC filings include form 13F, …

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AQR Capital Management's Strategic Acquisition Of Legato …

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2 days ago · The acquisition of Legato Merger Corp III shares represents a new investment avenue for AQR Capital Management, accounting for 0.02% of its total portfolio. This strategic …

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Diversified Enterprises, LLC - GuruFocus

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Past Performances and the history of Asset Under Management Diversified Enterprises, LLC. Current Holdings: 229Stocks Top holdings: SCHX(29.54%) SCHD(11.22%) IWM(7.43%) …

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MINDSET WEALTH MANAGEMENT, LLC - GuruFocus

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Past Performances and the history of Asset Under Management MINDSET WEALTH MANAGEMENT, LLC. Current Holdings: 128Stocks Top holdings: NVDA(44.18%) …

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FAQs about DIVERSIFY WEALTH MANAGEMENT, Portfolio and News - GuruFocus Coupon?

What is diversify wealth management?

Diversify Wealth Management will serve as an employee-affiliation RIA, also known as the Partner Platform, for advisors looking to monetize their practices and take equity alongside the founders. ...

Who is diversify advisor network?

With the launch of Diversify Wealth Management, Diversify Advisor Network now oversees more than $7 billion in assets across the following platforms: DFPG Investments – A full-service independent broker-dealer providing broker-dealer-based solutions for advisors in the Diversify Advisor Network. ...

Does diversify wealth management have a multi-platform affiliation model?

"With the launch of Diversify Wealth Management and the acquisition of these three great practices, we've wasted no time executing our strategy of developing a multi-platform affiliation model – and there are more coming," said Ryan Smith, Co-Founder and Chief Executive Officer of Diversify Advisor Network. ...

How much money does diversify advisor network have?

The network has approximately $8 billion in total assets. Diversify Advisor Network is a privately held, full-service independent wealth management firm founded by seasoned advisors and industry leaders. The firm has developed institutional-grade resources, complemented by the personal attention and support that defines a true partnership. ...

Who are diversify wealth management's first acquisitions?

Diversify Wealth Management's first acquisitions include three Utah -based wealth management firms: Caliber Wealth Management, FirstPurpose Wealth and Diversify, Inc., which collectively oversee approximately $2.1 billion in assets. ...

What affiliation models does diversify offer?

Diversify Advisor Network offers three comprehensive affiliation models. Diversify Wealth Management is a W-2 affiliation-model RIA referred to as the Partner Platform. Diversify Advisory Services operates as a 1099 independent-affiliation RIA platform, while DFPG Investments serves as a full-service independent broker-dealer. ...