Diversified Management, based in Milwaukee, WI, is ranked No. 61 on the 2021 CNBC Financial Advisor 100 list. The firm also appeared on last year's FA 100 list.
Total AUM: $1.3B+
Years in Business: 28
Accounts Under Management: 1,516
Previous appearances on FA 100 List: 2 (No. 11 in 2020)
Principals:
Michael Schmidt, Chairman, President & Chief Compliance Officer
Michael Egan, Managing Director & Chief Investment Officer
Contact:
330 E. Kilbourne Avenue, Suite 1475, Milwaukee, WI 53202
(414) 292-1900