Irvine, CA Office
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Diversify Advisory Services, LLC
Multi-team
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About
Diversify Advisory Services is an SEC-registered enterprise adviser that serves individuals (including high-net-worth clients), corporations, retirement plans, trusts, foundations, and small business owners. It provides financial planning and consulting, discretionary and non-discretionary portfolio management, corporate consulting, retirement-plan fiduciary services, and family office services under written engagement agreements.
The firm describes an investment approach built around tactical diversification and individualized asset allocation, tailoring portfolios to client goals, time horizon, and risk tolerance. Diversify deploys a range of delivery options — including AMS/AMS+ (wrap), OMS, DMS, VMS, TMS, and Envestnet models — and offers access to alternatives, structured notes, options-based strategies, custom bond ladders, and a Wealth Accumulator strategy using American Funds F2 shares; it also permits execution of illiquid alternative investments within certain AMS and DMS accounts.
Compared with many large advisers that rely largely on percentage-of-AUM billing, Diversify also offers fixed project and fixed annual fees and hourly billing for financial planning, family office, and corporate consulting engagements, and it recently added ERISA §3(38) discretionary plan-management services. The firm discloses a network of affiliations — an affiliated broker-dealer and insurance entity, ownership ties to an alternative-investment sponsor, receipt of sponsor due-diligence or promoter compensation, and sub-advisory/solicitor arrangements — and describes policies and monitoring intended to address the resulting conflicts.
Based on Diversify Advisory Services, LLC
Expertise
Based on Diversify Advisory Services, LLC
Occupation focus
Based on Diversify Advisory Services, LLC
Location
One Park Plaza, Suite 600
Irvine CA 92614
Advisors at this office
2
Advisors at this office
Haddy H
CFP®, Series 66
Irvine, CA
Diversify Advisory Services, LLC
Haddy Homampour is a CFP® with 17 years of industry experience, currently affiliated with Diversify Advisory Services, LLC. Prior to joining Diversify, Haddy held roles at DFPG Investments, SureVest, and Wells Fargo Advisors. Outside of his advisory role, he serves as President and Head of Financial Planning at Parkview Wealth Advisors and as President and CEO of Parkview Comprehensive Planning Consultants, LLC, where he provides financial planning education and training. Diversify Advisory Services is an SEC-registered firm serving individuals, corporate clients, retirement plans, trusts, foundations, and small business owners. The firm employs a tactical diversification and individualized asset allocation approach, offering a variety of portfolio management options and financial planning services tailored to client needs.
Michael B
Series 65
Irvine, CA
Diversify Advisory Services, LLC
Michael Bowman is a financial advisor at Diversify Advisory Services, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Assurance Financial, Weishaupt America, Antonius Group, and Boiler Dynamics. Outside of his advisory role, Bowman is involved in financial planning education and consulting through Parkview Comprehensive Planning Consultants, LLC. Diversify Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension and profit-sharing plans, and medical professionals. The firm employs a tactical diversification investment approach utilizing a variety of models, platforms, and strategies such as ETFs, mutual funds, alternatives, and options-based strategies.
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