Trustee · Diversified Portfolios, Inc.
Daniel R. Goldberg
CRD 5867319 · Named on Form ADV at one SEC-registered adviser
At a glance
Diversified Portfolios, Inc., an SEC-registered wealth manager based in Bloomfield Hills, MI with $1.9 billion in regulatory assets, lists Daniel R. Goldberg on its Form ADV as Trustee, a control person.
Firms and roles
- Diversified Portfolios, Inc.TrusteeWealth manager · Bloomfield Hills, MI · $1.9B in regulatory assets
AtlasMembers
Daniel’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Thomas C. PostSecretary, Diversified Portfolios, Inc.
- Katharine P. WagnerShareholder, Diversified Portfolios, Inc.
- James B. CoxCco/coo/shareholder, Diversified Portfolios, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Daniel’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.