Diversified Capital Management

Finance · New York, United States · 1-10 Employees

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Overview

Headquarters

120 Madison St Ste 1700, Syracuse, New Y...

Phone Number

(315) 472-6221

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
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ZI Rank
1
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About Diversified Capital Management

Diversified Capital Management, LLC, offers a variety of financial products and services, all from leading carriers who meet our strict criteria. We also provide a broad portfolio of load and no-load mutual funds, annuities and professional managed asset programs. You will learn about your current financial situation with the help of a flexible, focused, and long-term financial model. Without a model, you aren't planning, you are guessing. We work with highly sophisticated software that allows us to create an individualized financial condition model for you. This model will reveal the long-term adequacy of your current financial resource and plans. It will measure the impact of future changes in your personal or family situation, your asset values, your taxes and even inflation. We will also complete a comparative analysis of planning strategies you may be considering or already may have in place. No matter what the circumstances, no matter what the challenge, Diversified Capital ManagRead more
Diversified Capital Management's Social MediaPopular SearchesDiversified Capital ManagementDiversified Capital Management LLCDiversified Capital Management IncDiversified Capital Management CorpDiversified Management LLCSIC Code 62,628NAICS Code 52,523Show more

Diversified Capital Management Org Chart

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Company Profile Activity

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Activity Insights

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

What does this means?

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

Diversified Capital Management financials insights

Gather financial insights about Diversified Capital Management, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2021

Debt

$104K

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Diversified Capital Management Tech Stack

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Diversified Capital Management News & Media

  • Diversified Capital Management Joins Commonwealth to Streamline Operations

    WALTHAM, Mass.--(BUSINESS WIRE)--Commonwealth Financial Network®, a national RIA dedicated to providing financial advisors with holistic, integrated business solutions, announces that Syracuse, New York-based Diversified Capital Management (DCM) has joined its network of independent financial advisors. Advisors include William Kriesel, CPA, CFP®, PFS, Kevin Visconti, CFP®, and George Nardone, ChFC®, AIF®. Formerly with Cadaret Grant and its acquirer LPL Financial, the DCM team reported advising
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Frequently Asked Questions Regarding Diversified Capital Management

What is Diversified Capital Management's official website?
Diversified Capital Management's official website is www.diversifiedcapitalmanagement.com
What is Diversified Capital Management's Revenue?
Diversified Capital Management's revenue is <$5 Million
What is Diversified Capital Management's SIC code?
Diversified Capital Management's SIC: 62,628
What is Diversified Capital Management's NAICS code?
Diversified Capital Management's NAICS: 52,523
How many employees does Diversified Capital Management have?
Diversified Capital Management has 1-10 employees
What industry does Diversified Capital Management belong to?
Diversified Capital Management is in the industry of: Finance, Securities Trading
What is Diversified Capital Management competition?
Diversified Capital Management top competitors include: Joffrey Smith Financial Group, Christopher Santelli, Clarity Financial Services, Emerald Wealth Management
What technology does Diversified Capital Management use?
Some of the popular technologies that Diversified Capital Management uses are: Cloudflare Website Optimization, RackSpace Cloud DNS, Datadog, Google Tag Manager
How do I contact Diversified Capital Management?
Diversified Capital Management contact info: Phone number: (315) 472-6221 Website: www.diversifiedcapitalmanagement.com
What does Diversified Capital Management do?

Diversified Capital Management, LLC, offers a variety of financial products and services, all from leading carriers who meet our strict criteria. We also provide a broad portfolio of load and no-load mutual funds, annuities and professional managed asset programs. You will learn about your current financial situation with the help of a flexible, fo... cused, and long-term financial model. Without a model, you aren't planning, you are guessing. We work with highly sophisticated software that allows us to create an individualized financial condition model for you. This model will reveal the long-term adequacy of your current financial resource and plans. It will measure the impact of future changes in your personal or family situation, your asset values, your taxes and even inflation. We will also complete a comparative analysis of planning strategies you may be considering or already may have in place. No matter what the circumstances, no matter what the challenge, Diversified Capital Management, LLC, will do whatever it takes to help our clients put their personal and business affairs in the best possible order. Diversified Capital Management, LLC, will commit the time and resources necessary to put in place a prudent investment strategy.Read More

What are Diversified Capital Management social media links?
Diversified Capital Management Twitter page
Is Diversified Capital Management a public company?
Diversified Capital Management is private company therefore does not currently have an official ticker symbol
See more information about Diversified Capital Management

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