CRD: 106680
Diversified Management INC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-18-1994
- Office Locations
- 1
Office Locations
About Diversified Management INC
Milwaukee-based Diversified Management, Inc. (DMI) provides wealth management and holistic planning for individuals and families, using a disciplined strategic planning and qualitative investment analysis process with ongoing portfolio supervision. The firm supports financial and estate planning plus income tax management, charitable giving, trust administration, and dedicated tax strategies, led by a CFP professional team with a named CIO.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MICHAEL PAUL SCHMIDT
Certified Financial Planner, Chairman, Chief Compliance Officer, President
- CRD
- #2139566
- Ownership
- 25% but less than 50%
GARREN LINDSAY AGLE
Certified Financial Planner, Chief Information Officer, VICE PRESIDENT
- CRD
- #4803124
- Ownership
- 10% but less than 25%
Showing 2 of 4 owners & executives
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Guy Matthew Eckman
Financial Planner
- CRD
- #6353887
Kylee J. Paradowski
Financial Advisor, General Partner
- CRD
- #7266897
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,732,888,776 | $1,217,771 |
| Non-Discretionary | $133,371,103 | $587,538 |
| Total | $1,866,259,879 | $1,131,067 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Equity - OTC | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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