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- Custodian
- Altruist
- Clients
- Retail
- Platforms
- Value summitRadial
- Established Date
- 02-18-2022
- Office Locations
- 1
Office Locations
About Difi Advisory
Divergent Financial Advisory Services (DiFi Advisory) is an independent, fee-only fiduciary firm built for women, providing customized financial planning and investment management, plus advice-only second opinions. The practice serves women seeking clarity through major life transitions (including divorce or loss of a spouse) and entrepreneurs/business owners, with values-aligned sustainable investing. Custodied on Altruist; founded by advisor Alicia Martinez with nearly two decades of experience.
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Owner & Executives
ALICIA M MARTINEZ
Chief Compliance Officer, Entrepreneur, PRINCIPAL OWNER
- CRD
- #6109911
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,800,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,800,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,800,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $349,033,691 | 33.2% |
| Public Funds | $415,265,987 | 39.5% |
| Cash | $287,006,619 | 27.3% |
| Total | $1,051,306,297 | 100.0% |