Diversified Portfolios, Inc Revenue

Financial Services • Bloomfield Hills, Michigan, United States • 21-50 Employees

Diversified Portfolios, Inc revenue & valuation

Annual revenue	$13,400,000
Revenue per employee	$535,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$42,800,000
Total funding	No funding

Key Contacts at Diversified Portfolios, Inc

Ron Yolles

Co-Founder, Partner & Chief Visionary Officer

Kristie Mileski

Director Of Client Services And Marketing

Ceree Mills

Director Of Operations

Company overview

Headquarters	39520 Woodward Avenue, Suite 200, Bloomfield Hills, Michigan 48304, US
Phone number	+12486443030
Website	divport.com
NAICS	52
Founded	1993
Employees	21-50
Socials

Diversified Portfolios, Inc Email Formats

Diversified Portfolios, Inc uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@divport.com), used 61.9% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@divport.com	61.9%
{first name}{last name}	johndoe@divport.com	38.1%

About Diversified Portfolios, Inc

Behind every portfolio are families with stories, values, and dreams. That's where your journey with us begins. At Diversified Portfolios, you'll find advisors who believe relationships come before recommendations. We take time to understand the full picture of your life and family before moving on to investment strategies. Getting to know your unique story first helps us provide advice that better fits your life and priorities. While many firms prioritize trades and transactions, your experience with us centers on something more valuable: lasting partnerships based on trust. Our steady, "all-weather" investment approach doesn't chase trends. Instead, you benefit from our focus on managing costs, optimizing taxes, and building diversified portfolios that can perform whether markets are up or down. Your financial confidence is our aim. We want to help you worry less about money and focus more on what truly matters to you, including your family, your passions, and the causes you care about. With a thoughtful plan tailored to your specific goals, financial decisions become opportunities for you to move forward with confidence instead of moments of anxiety.

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Entry

Partner

C-Suite

Employees by Department

Diversified Portfolios, Inc has 12 employees across 5 departments.

Departments

Number of employees

Funding Data

Diversified Portfolios, Inc has never raised funding before.

Diversified Portfolios, Inc Tech Stack

Discover the technologies and tools that power Diversified Portfolios, Inc's digital infrastructure, from frameworks to analytics platforms.

Cloudflare

CDN

reCAPTCHA

Security

Cloudflare Bot Management

Security

GoDaddy

Hosting

HTTP/3

Miscellaneous

PHP

Programming languages

Calendly

Appointment scheduling

NitroPack

Caching

LazySizes

JavaScript libraries

Divi

Page builders

WordPress

Blogs

Google Analytics

Analytics

Frequently asked questions

Diversified Portfolios, Inc is located in Bloomfield Hills, Michigan, US.

You can reach Diversified Portfolios, Inc at +12486443030.

Diversified Portfolios, Inc generates an estimated annual revenue of $13,374,339. This revenue figure reflects the company's market position and business performance in its industry.

Diversified Portfolios, Inc has an estimated valuation of $42,800,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Diversified Portfolios, Inc was founded in 1993, making it 33 years old. The company has established itself as a significant player in its industry over this time.

Diversified Portfolios, Inc has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.