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Diversified Management Inc.

Headquartered in MILWAUKEE, WI

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Firm Information

Diversified Management Inc. is an investment advisor located in Milwaukee, WI with over $1.5 billion in regulatory assets under management. The firm specializes in providing financial planning and portfolio management services to high-net-worth individuals, charitable organizations, and other individuals. Diversified Management Inc. is registered with the SEC and has a total of 6 investment advisor representatives.

Diversified Management Inc.

330 E. KILBOURN AVE.

MILWAUKEE, WI 53202

$1.58B

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (2)

DIVERSIFIED MANAGEMENT INC. has a total of 2 branch locations across the country.
location

SCOTTSDALE, AZ

location

MILWAUKEE, WI

Advisors at Diversified Management Inc.

View All 5 Advisors
Unclaimed
Kylee J. Paradowski

RA

MILWAUKEE, WI

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Unclaimed
Chad Andrew Thistle

CFP®, RA

MILWAUKEE, WI

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Unclaimed
Michael Patrick Egan

CFP®, RA

MILWAUKEE, WI

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Unclaimed
Garren Lindsay Agle

CFP®, RA

MILWAUKEE, WI

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Unclaimed
Guy Matthew Eckman

CFP®, RA

MILWAUKEE, WI

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Unclaimed
Michael Paul Schmidt

CFP®, RA

MILWAUKEE, WI

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Disclosures

There are no public disclosures for Diversified Management Inc..

Frequently Asked Questions (7)

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