CRD: 118261
Diversified Financial Advisors, LLC
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- Custodian
- Broadridge · LPL Financial
- Clients
- Retail and Institutional
- Platforms
- BridgeDelta
- Established Date
- 08-23-1997
- Office Locations
- 2
Office Locations
About Diversified Financial Advisors, LLC
Diversified Financial Advisors, LLC is an independent, fiduciary RIA providing comprehensive asset management and retirement plan consulting for individuals and corporate plan sponsors. The team builds measurable, flexible strategies tailored to clients’ goals across life transitions, including retirement readiness and plan risk management, and supports portfolios through LPL Financial custody.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JEREMY TRYBULA
Managing Partner
- CRD
- #4782536
- Ownership
- 50% but less than 75%
JOSEPH PAUL TRYBULA JR
Chief Compliance Officer, Managing Partner, President
- CRD
- #2771725
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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BRENDEN SCOTT HEILAND
--
- CRD
- #6644352
JAMES VILLANUEVA
--
- CRD
- #4035409
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $578,302,205 | $686,005 |
| Non-Discretionary | $7,587,651 | $2,529,217 |
| Total | $585,889,856 | $692,541 |
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Separately Managed Accounts
Total SMA Asset: $585,889,856
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $310,647,366 | 32.4% |
| Cash | $332,699,494 | 34.7% |
| Equity - Exchange | $315,441,306 | 32.9% |
| Total | $958,788,166 | 100.0% |