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DIVERSIFIED MANAGEMENT INC
CRD 106680 · SEC 801-46436
330 E. KILBOURN AVE., SUITE 1475, MILWAUKEE, WI, 53202, United States
Phone
414-292-1900
Fax
414-292-1914
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.87B
Discretionary AUM
$1.73B
Team
8 total employees; 6 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 127 | $53.0M |
| High net worth individuals | 212 | $1.70B |
| Charitable organizations | 1 | $117.9M |
States served
AZ, CA, CO, GA, IL, MD, MI, NY, OH, SC, WI, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD