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, privately owned registered investment adviser that has been SEC-registered since 1994. The firm serves both individual/family and institutional clients and acts as a capital allocator, combining financial planning and portfolio management for individuals and small businesses with selection of third-party advisers. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Diversified Management has been recognized on CNBC’s Top 100 Financial Advisory Firms list 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 1
Michael Egan
Chief Investment OfficerCRD 2877432
Contacts
3 of 5
Chad Thistle
Vice PresidentCRD 3261935
Garren Agle
Vice PresidentCRD 4803124
Michael Schmidt
ChairmanCRD 2139566
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 77Active vs passive
$273M in ETFs
90%
$245M
8%
$27.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $39.2M | 51,435 | 14.38% |
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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