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- Custodian
- SEI
- Clients
- Retail and Institutional
- Platforms
- QuantumOptima
- Established Date
- 02-18-1994
- Office Locations
- 1
Office Locations
About Diversified Resources, LLC
Diversified Resources, LLC is a Warwick, RI-based registered investment adviser and independent broker-dealer providing comprehensive financial planning. The team supports clients through retirement and income planning, education funding, estate planning guidance, major life events, and second-opinion reviews. Independent of financial product companies, they implement portfolios primarily with public funds and ETFs and custody with SEI.
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Owner & Executives
KAREN JOSEPHINE BACON
Chief Compliance Officer, Managing Member, President, PRINCIPAL
- CRD
- #2410249
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $268,848,043 | $216,813 |
| Non-Discretionary | $0 | -- |
| Total | $268,848,043 | $216,813 |
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Separately Managed Accounts
Total SMA Asset: $268,848,043
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $485,583,119 | 29.8% |
| Equity - Exchange | $609,423,110 | 37.4% |
| Cash | $534,467,326 | 32.8% |
| Total | $1,629,473,555 | 100.0% |