Nathan
Dingler
Diversifi Capital LLC
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About this Advisor
Nathan Dingler is a certified financial planner working in Los Altos, California with a total of 8 years of relevant experience. Dingler works at Diversifi Capital LLC. Throughout their career, they have worked at Purshe Kaplan Sterling Investments, Dragon Financial Group and Diversifi Capital LLC (Formerly Compass Capital Management). Dingler has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in California, District Of Columbia, Texas and Washington. Diversifi Capital LLC is an advisory firm that has its headquarters in Los Altos, CA. It controls $227 million in total assets between its 665 customer accounts, making it one of the mid-sized firms in the nation by assets under management. The firm serves one charities and foundations. Of its 665 client accounts, 37% belong to high-net-worth clients who have greater than $1 million in assets. Diversifi Capital LLC has a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. Financial management fee schedules largely are based on which services are offered. Fee types charged by Diversifi Capital LLC most likely consist of any blend of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Diversifi Capital LLC Brokerage Details
$226,525,600
9
665
$340,640
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
Nathan Dingler Work History
Nathan has been registered as a financial advisor for 8 years.*
Diversifi Capital LLC (Formerly Compass Capital Management)
Purshe Kaplan Sterling Investments
Dragon Financial Group
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Nathan Dingler to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Diversifi Capital LLC
Los Altos, CA
Los Altos, CA
Los Altos, CA
Los Altos, CA
Los Altos, CA
Los Altos, CA
Los Altos, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.