DIVERSIFIED MANAGEMENT INC
Firm details
- Headquarters
- MILWAUKEE, Wisconsin
- CRD number
- 106680
- Registered since
- May 18, 1994
- Website
- diversifiedmanagement.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI90.84%
- Charitable Organizations6.32%
- Individuals2.84%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Diversified Management Inc is an independent registered investment adviser organized as a corporation and active since the mid-1990s. The firm serves both individual/family and institutional clients and operates as a capital allocator, combining fee models that include percentage of AUM, hourly charges, and fixed fees. Core advisory services emphasize financial planning, discretionary portfolio management for individuals and small businesses, and the selection of sub-advisers. The firm is not an active ESG investor and has been recognized by CNBC as one of its Top 100 Financial Advisory Firms for four consecutive years (2019–2022).
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds47%
- Exchange Traded Equities36%
- State & Local Bonds6%
- Cash & Cash Equivalents6%
- Non-Exchange Traded Equities4%
Owners & executives
1 of 1MICHAEL EGAN
Chief Investment OfficerCRD 2877432
Contacts
3 of 5MICHAEL SCHMIDT
ChairmanCRD 2139566
CHAD THISTLE
Vice PresidentCRD 3261935
Kylee Paradowski
Associate, Financial AdvisorCRD 7266897
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 81Active vs passive
$246M in ETFs
90%
$221M
8%
$24.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $33.5M | 51,545 | 13.64% |
Location
MILWAUKEE, WI
MILWAUKEE
Location
MILWAUKEE, WI
Headquartered in MILWAUKEE, WI, anchoring the Milwaukee-Racine-Waukesha, WI metro in the Midwest.
- Metro area
- Milwaukee-Racine-Waukesha, WI
- Region
- Midwest
- County
- MILWAUKEE
- Address
- 330 E Kilbourn Ave
- Time zone
- CT (UTC-6)
- Office locations
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