Diversified Management

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

Revenue

$5.7 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
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Jun
ZI Rank
1
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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
Diversified Management's Social MediaPopular SearchesDiversified Management IncDiversified ManagementDiversified Management Services IncDiversified Management & Investment ServicesDiversified Upholstery Service LLCSIC Code 62,628NAICS Code 52,523Show more

Diversified Management Org Chart

WC
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Chief Executive Officer

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CT
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Chief Financial Officer

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GA
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Vice President, Financial Adviser, Chief Info...

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MS
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President

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ME
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Chief Investment Officer & Managing Director

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Diversified Management

$5.7M
11-50
Private
-
2006
$7.3M
1-10
Private
-
2003
DH
David HunterPrincipal, Certified Financial Planner
<$5M
11-50
Private
-
2018
N/A
<$5M
11-50
Private
-
1998
<$5M
1-10
Private
-
2013
RM
Ross MarynellManager, Founding Member
<$5M
1-10
Private
-
-
AM
Annette MachemehlAdvisor Support Specialist
<$5M
1-10
Private
-
1983
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Diversified Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Diversified Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Diversified Management.

Diversified Management Tech Stack

A closer look at the technologies used by Diversified Management

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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?

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 advi... sors employs a disciplined approach to investment selection and strategic planning. DMI primarily serves clients in Milwaukee, Wisconsin, focusing on personal and family financial matters.Read More

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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