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 operating as a corporation and SEC-registered since 1994. The firm functions as a capital allocator for both individual and family clients as well as institutional investors. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. Fee arrangements include percentage‑of‑AUM billing alongside hourly and fixed‑fee engagements. The firm does not identify as an active ESG investor. Diversified Management Inc appeared on CNBC’s Top 100 Financial Advisory Firms list in 2019, 2020, 2021, and 2022.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Michael 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 72Active vs passive
$268M in ETFs
90%
$242M
8%
$25.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $38.4M | 51,464 | 14.33% |
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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