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DIVERSIFIED INVESTMENT STRATEGIES, LLC

UUID09648f5c-0df4-5240-bbdf-546b9a594b77
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:51
Updated2025-10-23 02:23:51

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 142202 142202 1.0
cik 0001427196 1427196
sec_file_number 801-67260 801-67260

Profile

Websitehttps://www.linkedin.com/company/advisor-investments/
HQ CityBATON ROUGE
HQ StateLA
HQ CountryUnited States
AUM (USD)
AUM As OfNone
Aliases:
  • ADVISOR.INVESTMENTS adv_xlsx

ADV Metrics

Assets & Accounts

  • RAUM (total)195,496,218.0
  • RAUM (discretionary)192,183,085.0
  • Actionable assets155,133,166.0
  • Accounts306.0

Institutional Clients

  • Government AUM
  • Pension AUM
  • Charitable AUM
  • HNW AUM155,133,166.0

As of 2025-01-14 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.