$25.0M Total AUM
$25.0M Disc. AUM
-- 3Y CAGR
1 Employees
2 ADV. Clients
13 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Bank OF America · TD Ameritrade · US Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-25-2012
- Office Locations
- 1
Office Locations
-- East Greenwich RI
About J.p. Diversified Asset Management LLC
J.P. Diversified Asset Management is an independent RI-based RIA providing financial planning and investment advice, including retirement, education funding, and estate planning. Portfolios are tailored to client risk tolerance and designed to navigate market volatility, with an emphasis on ETF-based managed accounts. Operates in the retail channel and can custody through firms such as Bank of America.
Team overview
-- AVG AGE
$25.0M AVG AUM / ADVISOR
$12.5M AVG AUM / CLIENT
13.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
Open the full profile to inspect shifts in vertex zenith.
See the complete signal summary connected to alpha.
Full visibility includes strategy notes for radial ember meridian.
Unlock to see real insight on signal bridge pathway.
Unlock to see real insight on momentum oak ember.
Unlock to compare peer behavior around delta signal.
See the complete signal summary connected to capital.
Request access to benchmark trends tied to summit.
Asset Classes
Unison
Custodian
Vector Momentum Delta peak Timber focus Radial Alpha summit Fusion
Investment Themes
Unison
Investment Vehicles
Bridge oak
Services
Delta Signal Fusion harbor Focus
Owner & Executives
P
PAUL MICHAEL ZINNO
Chief Compliance Officer, Managing Member
- CRD
- #4796800
- Ownership
- 75% or more
(618) 926-3617
oak.foundation@capitalcapital.com
in linkedin.com/in/peak-horizon
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $25,004,100 | -- |
| Non-Discretionary | $0 | -- |
| Total | $25,004,100 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $25,004,100
Equity - Exchange:
28.7% Cash:
71.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $141,534,204 | 28.7% |
| Cash | $351,616,331 | 71.3% |
| Total | $493,150,535 | 100.0% |