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Building 2DIVERSIFIED MANAGEMENT INC

Map pinMILWAUKEE, WI
Phone414-292-1900
NotebookSEC #801-46436
Total AUM
$1.9B
Employees
8
Clients
340

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
330 E. KILBOURN AVE.
SUITE 1475
MILWAUKEE
WI 53202
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
414-292-1900
Other Offices
1

ReceiptFinancials

Total AUM
$1.9B
Accounts
1,650
Discretionary
$1.7B
Accounts
1,423
Non-Discretionary
$133.4M
Accounts
227

ContactClients

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Individual Clients
127
AUM
$53M
HNW Individual Clients
212
AUM
$1.7B
Charitable Organization Clients
1
AUM
$117.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLGAILMDMINHNYOHSCTXWI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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