firm profile
Diversified Resources, LLC
Overview
Diversified Resources, LLC is a Broker Dealer and registered investment adviser based in Warwick, RI, registered since 1993. It reports $269M in assets under management across 1,240 accounts, with 6 employees. Its 1 registered representatives work across 1 branch offices in 1 state.
- Reported AUM
- $269M
- Discretionary
- 100%
- Accounts
- 1,240
- Average account
- $217K
- Employees
- 6
- Registered reps
- 1
- Branch offices
- 1
- Registered since
- 1993
As reported in the firm's March 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges and Percentage of Assets
- Products and services
Executive officers 1 of 1
- Karen Josephine Bacon Managing Member, Principal, Chief Compliance Officer CRD 2410249
Registered reps 1 of 1
- Karen J Bacon Insurance Agent · Registered Rep · Investment Adviser Rep CRD 2410249
Location
- Headquarters
- 70 Jefferson Blvd
Warwick, RI 02888 - County
- Kent
- Metro area
- Providence-Warwick, RI-MA
- Region
- Northeast
- Branch offices
- 1 in 1 state
Registrations
- SEC registered, limited liability company formed in Rhode Island
- Registered in 11 jurisdictions
- Website: divres.com
Every state, with registration dates
Similar firms near Warwick
- Mystic Asset ManagementWarwick, RI$615M AUM
- The Retirement Planning Company of New England, Inc.Warwick, RI$394M AUM
- Arlen Capital, LLCWarwick, RI$349M AUM
- Financial Independence, LLCWarwick, RI$288M AUM
- Old Forge Wealth Management, LLCWarwick, RI$99M AUM
request a demo
See what we have on Diversified Resources, LLC
We'll walk you through the full profile and how to find more firms like this one.