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Diversified Management Inc

● SEC registered since 1994CRD 106680SEC# 801-46436Milwaukee, WI
Export (members)
Reg. AUM
$1.69B
Employees
8
Accounts
1,706
Location
Milwaukee, WI

Diversified Management Inc assets under management

Diversified Management Inc is an SEC-registered investment adviser based in Milwaukee, WI. The firm has been registered since 1994. It reports $1.7 billion in regulatory assets under management and employs 8 people.

Diversified Management Inc owners & executives

4 reported
NameTitleOwnershipSince
Chad Andrew Thistle ControlChief Financial Officer10-25%2009
Garren Lindsay Agle ControlVice President & Chief Information Officer10-25%2017
Michael Patrick Egan ControlManaging Director And Chief Investment Officer10-25%2017
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Frequently asked questions

How much does Diversified Management Inc manage?

Diversified Management Inc reports $1.7 billion in regulatory assets under management on its Form ADV.

How many employees does Diversified Management Inc have?

Diversified Management Inc reports 8 employees.

Where is Diversified Management Inc located?

Diversified Management Inc is based in Milwaukee, WI and has been SEC-registered since 1994.

Does Diversified Management Inc disclose fund performance?

Diversified Management Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address330 E. Kilbourn Ave., Suite 1475, Milwaukee, WI 53202
Phone414-292-1900
Fax414-292-1914
Office hours8:00 a.m. To 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$1.59B
Non-discretionary$96.9M
Total (RAUM)$1.69B