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Home > Retirement Planners > wisconsin > milwaukee > DIVERSIFIED MANAGEMENT INC
DIVERSIFIED MANAGEMENT INC
330 E. Kilbourn Ave.
Suite 1475
Milwaukee, Wisconsin 53202
Tel: 414-292-1900
About DIVERSIFIED MANAGEMENT INC
DIVERSIFIED MANAGEMENT INC, formally registered with the SEC as DIVERSIFIED MANAGEMENT INC. The firm was established in 05/18/1994. They have over 2 offices throughout the country.
DIVERSIFIED MANAGEMENT INC is a Milwaukee, Wisconsin based Financial Planning firm with nearly $1,576,315,793 assets under management, offering retirement planning & investment advisory services to 1640 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 106680 |
| SEC# | 801-46436 |
| Assets Managed by Firm | $1,576,315,793 |
| No. of Clients | 1640 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1640 | $1,576,315,793 |
| Individuals (other than high net worth individuals) | 116 | $46,553,191 |
| High net worth individuals | 215 | $1,441,785,888 |
| Charitable organizations | 32 | $87,976,714 |
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