Diversified Investment Services Revenue and Competitors
Estimated Revenue & Valuation
- Diversified Investment Services's estimated annual revenue is currently $4.3M per year.
- Diversified Investment Services's estimated revenue per employee is $147,000
Employee Data
- Diversified Investment Services has 29 Employees.
- Diversified Investment Services grew their employee count by 12% last year.
Diversified Investment Services's People
| Name | Title | Email/Phone |
|---|---|---|
1 | CFO/Financial Advisor | Reveal Email/Phone |
2 | Client Service Manager | Reveal Email/Phone |
3 | Account Operations Associate | Reveal Email/Phone |
4 | Advisor Assistant | Reveal Email/Phone |
5 | Operations Associate | Reveal Email/Phone |
6 | Advisor Assistant | Reveal Email/Phone |
7 | Advisor Assistant | Reveal Email/Phone |
8 | Wealth Management Associate | Reveal Email/Phone |
9 | Client Services Associate | Reveal Email/Phone |
Diversified Investment Services Competitors & AlternativesAdd Company
| Competitor Name | Revenue | Number of Employees | Employee Growth | Total Funding | Valuation |
|---|---|---|---|---|---|
#1 | $6.9M | 41 | -5% | N/A | N/A |
#2 | $42M | 182 | 1% | N/A | N/A |
#3 | $27.7M | 132 | -3% | N/A | N/A |
#4 | $6.4M | 38 | 3% | N/A | N/A |
#5 | $25.2M | 120 | 5% | N/A | N/A |
#6 | $36M | 156 | 8% | N/A | N/A |
#7 | $299.3M | 1018 | 37% | N/A | N/A |
#8 | $3.2M | 22 | 16% | N/A | N/A |
#9 | $5.4M | 32 | 3% | N/A | N/A |
#10 | $16.6M | 79 | N/A | N/A | N/A |
What Is Diversified Investment Services?
Since 1993, Diversified Investment Services has been helping individuals, families, and business owners pursue their financial objectives with confidence. Each of our advisers is an expert within the industry who makes it a point to know you and your life goals. Together, as Investment Adviser Representatives of Commonwealth, we are a team that delivers the diverse financial planning services you need. We currently have in excess of $900,000,000** in total account assets. We provide a full range of wealth management strategies and solutions—from investments and insurance, to tax and estate planning—along with the experience to match them to your needs at any stage of your life. This communication is strictly intended for individuals residing in the states of CA. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. The financial professionals of Diversified Investment Services are registered representative and investment adviser representatives with and offer securities and advisory services through Commonwealth Financial Network, Member FINRA/SIPC, member www.FINRA.org/www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services offered through Diversified Investment Services and CES Insurance Agency. Diversified Investment Services, 180 N. Riverview Drive, Suite 220, Anaheim Hills, CA 92808 • 800.660.8141 • 714.974.4500 • Fax 714.974.7943 • www.disinc.com * *As of October 11, 2017 Please review our Terms of Use here: www.commonwealth.com/termsofuse.html
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Total Funding
29
Number of Employees
$4.3M
Revenue (est)
12%
Employee Growth %
N/A
Valuation
N/A
Accelerator
Other Companies in Anaheim Hills
| Company Name | Revenue | Number of Employees | Employee Growth | Total Funding |
|---|---|---|---|---|
#1 | $2.9M | 30 | -6% | N/A |
#2 | $4.9M | 35 | 0% | N/A |
#3 | $10.2M | 44 | 0% | N/A |
#4 | $9.8M | 75 | -10% | N/A |
#5 | $12M | 83 | 24% | N/A |