Diversified Management

Q: What is Diversified Management's official website?

Diversified Management's official website is www.diversifiedmanagement.com

Q: What is Diversified Management's Revenue?

Diversified Management's revenue is $5.7 Million

Q: What is Diversified Management's SIC code?

Diversified Management's SIC: 62,628

Q: What is Diversified Management's NAICS code?

Diversified Management's NAICS: 52,523

Q: How many employees does Diversified Management have?

Diversified Management has 11-50 employees

Q: What industry does Diversified Management belong to?

Diversified Management is in the industry of: Finance , Securities Trading

Q: What is Diversified Management competition?

Diversified Management top competitors include: Focus Financial Network , Waterford Advisors , Goodrich and Associates , Tedstrom Wealth

Q: What technology does Diversified Management use?

Some of the popular technologies that Diversified Management uses are: WordPress.org, PHP, Barracuda Networks, Google Font API

Q: Who is the CFO of Diversified Management?

Diversified Management's CFO is Chad Thistle

Q: How do I contact Diversified Management?

Diversified Management contact info: Phone number: (414) 292-1900 Website: www.diversifiedmanagement.com

Finance · Wisconsin, United States · 11-50 Employees

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Overview

Headquarters

330 E Kilbourn Ave Ste 1475, Milwaukee, ...

Phone Number

(414) 292-1900

Website

www.diversifiedmanagement.com

Revenue

$5.7 Million

Industry

Finance

Securities Trading

About Diversified Management

Diversified Management Inc. (DMI) specializes in wealth management and financial planning services tailored to individual client objectives. They offer a comprehensive range of services including retirement planning, estate planning, and income tax management, all designed to help clients achieve financial peace of mind. Their team of seasoned advisors employs a disciplined approach to investment selection and strategic planning. DMI primarily serves clients in Milwaukee, Wisconsin, focusing on personal and family financial matters.Explore more

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SIC Code 62,628NAICS Code 52,523Show more

Diversified Management Org Chart

Wendy Carlene

Chief Executive Officer

Phone

Chad Thistle

Chief Financial Officer

Phone

Garren Agle

Vice President, Financial Adviser, Chief Info...

Phone

Michael Schmidt

President

Phone

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Michael Egan

Chief Investment Officer & Managing Director

Phone

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Revenue

Number of Employees

Type

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Top Executive

Diversified Management

$5.7M

11-50

Private

2006

Wendy CarleneCEO

Horizons Wealth Managemen...

$7.3M

1-10

Private

2003

David HunterPrincipal, Certified Financial Planner

Tedstrom Wealth

<$5M

11-50

Private

2018

N/A

Waterford Advisors

<$5M

11-50

Private

1998

Gregory KozerskiPresident

Vertex Capital Advisors

<$5M

1-10

Private

2013

Emily YorkManager, Client Services

Focus Financial Network

<$5M

1-10

Private

Carl ArrellFounder & Manager, Wealth

Goodrich and Associates

<$5M

1-10

Private

1983

Rachel MontoyaTeam Member

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Diversified Management Tech Stack

A closer look at the technologies used by Diversified Management

PHP

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Frequently Asked Questions Regarding Diversified Management

What is Diversified Management's official website?

Diversified Management's official website is www.diversifiedmanagement.com

What is Diversified Management's Revenue?

Diversified Management's revenue is $5.7 Million

What is Diversified Management's SIC code?

Diversified Management's SIC: 62,628

What is Diversified Management's NAICS code?

Diversified Management's NAICS: 52,523

How many employees does Diversified Management have?

Diversified Management has 11-50 employees

What industry does Diversified Management belong to?

Diversified Management is in the industry of: Finance, Securities Trading

What is Diversified Management competition?

Diversified Management top competitors include: Focus Financial Network, Waterford Advisors, Goodrich and Associates, Tedstrom Wealth

What technology does Diversified Management use?

Some of the popular technologies that Diversified Management uses are: WordPress.org, PHP, Barracuda Networks, Google Font API

Who is the CFO of Diversified Management?

Diversified Management's CFO is Chad Thistle

How do I contact Diversified Management?

Diversified Management contact info: Phone number: (414) 292-1900 Website: www.diversifiedmanagement.com

What does Diversified Management do?

What are Diversified Management social media links?

Diversified Management Linkedin page Diversified Management Facebook page

Is Diversified Management a public company?

Diversified Management is private company therefore does not currently have an official ticker symbol

See more information about Diversified Management

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