Diversified Asset Planners

Finance · Pennsylvania, United States · 1-10 Employees

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Overview

Headquarters

1524 W College Ave, State College, Penns...

Phone Number

(814) 234-2500

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Diversified Asset Planners

Diversified Asset Planners, Inc. specializes in comprehensive wealth planning services, including financial, retirement, investment, asset management, and estate planning. They aim to provide clients with financial security and peace of mind through a consultative approach tailored to individual goals. The company serves a diverse clientele, focusing on helping individuals and families navigate their financial futures. Their experienced team is dedicated to ensuring that clients' assets are managed effectively and in accordance with their wishes.Explore more
Diversified Asset Planners's Social MediaPopular SearchesDiversified Asset Planners IncDiversified Asset PlannersCom DiversifiedassetplannersDiversified Asset IncDiversified Assets IncSIC Code 62,628NAICS Code 52,523Show more

Diversified Asset Planners Org Chart

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United States flag for contact location.

President & Partner

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President

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Diversified Asset Planner...

<$5M
1-10
Private
-
1987
CL
Christopher LeitzellPresident & Partner
<$5M
1-10
Private
-
2019
<$5M
1-10
Private
-
2017
AG
Adam GoodLpl Financial Advisor
<$5M
1-10
Private
-
2014
RG
Rachel GrayClient Care Coordinator
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
2011
<$5M
1-10
Private
-
-
LS
Louis SorianoCertified Financial Planner
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Diversified Asset Planners is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Diversified Asset Planners is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Diversified Asset Planners.

Diversified Asset Planners Tech Stack

A closer look at the technologies used by Diversified Asset Planners

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Frequently Asked Questions Regarding Diversified Asset Planners

What is Diversified Asset Planners's official website?
Diversified Asset Planners's official website is www.diversifiedassetplanners.com
What is Diversified Asset Planners's Revenue?
Diversified Asset Planners's revenue is <$5 Million
What is Diversified Asset Planners's SIC code?
Diversified Asset Planners's SIC: 62,628
What is Diversified Asset Planners's NAICS code?
Diversified Asset Planners's NAICS: 52,523
How many employees does Diversified Asset Planners have?
Diversified Asset Planners has 1-10 employees
What industry does Diversified Asset Planners belong to?
Diversified Asset Planners is in the industry of: Finance, Securities Trading
What is Diversified Asset Planners competition?
Diversified Asset Planners top competitors include: GoodWealth Financial Partners, Lou Soriano CFP - Navigator Financial, Crown Financial Partners, Foresight Wealth Solutions
What technology does Diversified Asset Planners use?
Some of the popular technologies that Diversified Asset Planners uses are: Drupal, Enom DNS Hosting, Google Tag Manager, GoDaddy DNS
How do I contact Diversified Asset Planners?
Diversified Asset Planners contact info: Phone number: (814) 234-2500 Website: www.diversifiedassetplanners.com
What does Diversified Asset Planners do?

Diversified Asset Planners, Inc. specializes in comprehensive wealth planning services, including financial, retirement, investment, asset management, and estate planning. They aim to provide clients with financial security and peace of mind through a consultative approach tailored to individual goals. The company serves a diverse clientele, focusi... ng on helping individuals and families navigate their financial futures. Their experienced team is dedicated to ensuring that clients' assets are managed effectively and in accordance with their wishes.Read More

What are Diversified Asset Planners social media links?
Diversified Asset Planners Linkedin page Diversified Asset Planners Facebook page
Is Diversified Asset Planners a public company?
Diversified Asset Planners is private company therefore does not currently have an official ticker symbol
See more information about Diversified Asset Planners

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