DIVERSIFIED MANAGEMENT INC
CRD #106680 SEC #801-46436 MILWAUKEE, WI 414-292-1900
SEC Registered
Total AUM
$1.7B
Discretionary
$1.6B
Employees
8
Clients
101
Accounts
1,706
Firm Details
- Organization Type
- Corporation
- State of Formation
- Wisconsin
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 27, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| EGAN, MICHAEL, PATRICK | I | VICE PRESIDENT | NA | Control |
| EGAN, MICHAEL, PATRICK | I | VICE PRESIDENT | NA | Control |
| EGAN, MICHAEL, PATRICK | I | VICE PRESIDENT | NA | Control |
| EGAN, MICHAEL, PATRICK | I | VICE PRESIDENT | NA | Control |
| EGAN, MICHAEL, PATRICK | I | VICE PRESIDENT | NA | Control |
| EGAN, MICHAEL, PATRICK | I | VICE PRESIDENT | NA | Control |
| EGAN, MICHAEL, PATRICK | I | SR VICE PRESIDENT | NA | Control |
| EGAN, MICHAEL, PATRICK | I | VICE PRESIDENT | NA | Control |
| EGAN, MICHAEL, PATRICK | I | VICE PRESIDENT | NA | Control |
| EGAN, MICHAEL, PATRICK | I | VICE PRESIDENT | NA | Control |
| EGAN, MICHAEL, PATRICK | I | SR VICE PRESIDENT | NA | Control |
| EGAN, MICHAEL, PATRICK | I | VICE PRESIDENT | NA | Control |
| EGAN, MICHAEL, PATRICK | I | VICE PRESIDENT | NA | Control |
| EGAN, MICHAEL, PATRICK | I | SR VICE PRESIDENT | NA | Control |
| EGAN, MICHAEL, PATRICK | I | SR VICE PRESIDENT | NA | Control |
| EGAN, MICHAEL, PATRICK | I | SR VICE PRESIDENT | NA | Control |
| MILLER, JASON, RICHARD | I | VICE PRESIDENT | NA | Control |
| MILLER, JASON, RICHARD | I | VICE PRESIDENT | NA | Control |
| MILLER, JASON, RICHARD | I | VICE PRESIDENT | NA | Control |
| MILLER, JASON, RICHARD | I | SR VICE PRESIDENT | NA | Control |
| MILLER, JASON, RICHARD | I | VICE PRESIDENT | NA | Control |
| MILLER, JASON, RICHARD | I | VICE PRESIDENT | NA | Control |
| MILLER, JASON, RICHARD | I | VICE PRESIDENT | NA | Control |
| MILLER, JASON, RICHARD | I | SR VICE PRESIDENT | NA | Control |
| MILLER, JASON, RICHARD | I | VICE PRESIDENT | NA | Control |
| MILLER, JASON, RICHARD | I | VICE PRESIDENT | NA | Control |
| MILLER, JASON, RICHARD | I | SR VICE PRESIDENT | NA | Control |
| MILLER, JASON, RICHARD | I | SR VICE PRESIDENT | NA | Control |
| MILLER, JASON, RICHARD | I | SR VICE PRESIDENT | NA | Control |
| SCHMIDT, MICHAEL, PAUL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHMIDT, MICHAEL, PAUL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHMIDT, MICHAEL, PAUL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHMIDT, MICHAEL, PAUL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHMIDT, MICHAEL, PAUL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHMIDT, MICHAEL, PAUL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHMIDT, MICHAEL, PAUL | I | VICE PRESIDENT | NA | Control |
| SCHMIDT, MICHAEL, PAUL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHMIDT, MICHAEL, PAUL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHMIDT, MICHAEL, PAUL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHMIDT, MICHAEL, PAUL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| THISTLE, CHAD, ANDREW | I | CHIEF FINANCIAL OFFICER | NA | Control |
| THISTLE, CHAD, ANDREW | I | CHIEF FINANCIAL OFFICER | NA | Control |
| THISTLE, CHAD, ANDREW | I | CHIEF FINANCIAL OFFICER | NA | Control |
| THISTLE, CHAD, ANDREW | I | CHIEF FINANCIAL OFFICER | NA | Control |
| THISTLE, CHAD, ANDREW | I | CHIEF FINANCIAL OFFICER | NA | Control |
| THISTLE, CHAD, ANDREW | I | CHIEF FINANCIAL OFFICER | NA | Control |
| THISTLE, CHAD, ANDREW | I | CHIEF FINANCIAL OFFICER | NA | Control |
| THISTLE, CHAD, ANDREW | I | CHIEF FINANCIAL OFFICER | NA | Control |
| THISTLE, CHAD, ANDREW | I | CHIEF FINANCIAL OFFICER | NA | Control |
| THISTLE, CHAD, ANDREW | I | CHIEF FINANCIAL OFFICER | NA | Control |
| THISTLE, CHAD, ANDREW | I | CHIEF FINANCIAL OFFICER | NA | Control |
| HOMAN, MARK | I | PRESIDENT | E | Control |
| HOMAN, MARK | I | PRESIDENT | E | Control |
| HOMAN, MARK | I | PRESIDENT | E | Control |
| HOMAN, MARK | I | PRESIDENT | E | Control |
| HOMAN, MARK, JOSEPH | I | PRESIDENT | E | Control |
| HOMAN, MARK, JOSEPH | I | PRESIDENT | E | Control |
| HOMAN, MARK, JOSEPH | I | PRESIDENT | E | Control |
| HOMAN, MARK, JOSEPH | I | PRESIDENT | E | Control |
| HOMAN, MARK, JOSEPH | I | CHAIRMAN AND FOUNDER | E | Control |
| HOMAN, MARK, JOSEPH | I | PRESIDENT | E | Control |
| HOMAN, MARK, JOSEPH | I | PRESIDENT | E | Control |
| HOMAN, MARK, JOSEPH | I | PRESIDENT | E | Control |
| HOMAN, MARK, JOSEPH | I | CHAIRMAN AND FOUNDER | E | Control |
| HOMAN, MARK, JOSEPH | I | PRESIDENT | E | Control |
| HOMAN, MARK, JOSEPH | I | PRESIDENT | E | Control |
| HOMAN, MARK, JOSEPH | I | CHAIRMAN AND FOUNDER | E | Control |
| HOMAN, MARK, JOSEPH | I | CHAIRMAN AND FOUNDER | E | Control |
| HOMAN, MARK, JOSEPH | I | CHAIRMAN AND FOUNDER | E | Control |
| SCHMIDT, MICHAEL, PAUL | I | CHAIRMAN, PRESIDENT AND CHIEF COMPLIANCE OFFICER | C | Control |
| SCHMIDT, MICHAEL, PAUL | I | CHAIRMAN, PRESIDENT AND CHIEF COMPLIANCE OFFICER | C | Control |
| SCHMIDT, MICHAEL, PAUL | I | CHAIRMAN, PRESIDENT AND CHIEF COMPLIANCE OFFICER | C | Control |
| SCHMIDT, MICHAEL, PAUL | I | CHAIRMAN, PRESIDENT AND CHIEF COMPLIANCE OFFICER | C | Control |
| SCHMIDT, MICHAEL, PAUL | I | CHAIRMAN, PRESIDENT AND CHIEF COMPLIANCE OFFICER | C | Control |
| SCHMIDT, MICHAEL, PAUL | I | CHAIRMAN, PRESIDENT AND CHIEF COMPLIANCE OFFICER | C | Control |
| SCHMIDT, MICHAEL, PAUL | I | CHAIRMAN, PRESIDENT AND CHIEF COMPLIANCE OFFICER | C | Control |
| SCHMIDT, MICHAEL, PAUL | I | CHAIRMAN, PRESIDENT AND CHIEF COMPLIANCE OFFICER | C | Control |
| SCHMIDT, MICHAEL, PAUL | I | CHAIRMAN, PRESIDENT AND CHIEF COMPLIANCE OFFICER | C | Control |
| SCHMIDT, MICHAEL, PAUL | I | CHAIRMAN, PRESIDENT AND CHIEF COMPLIANCE OFFICER | C | Control |
| SCHMIDT, MICHAEL, PAUL | I | CHAIRMAN, PRESIDENT AND CHIEF COMPLIANCE OFFICER | C | Control |
| SCHMIDT, MICHAEL, PAUL | I | CHAIRMAN, PRESIDENT AND CHIEF COMPLIANCE OFFICER | C | Control |
| SCHMIDT, MICHAEL, PAUL | I | CHAIRMAN, PRESIDENT AND CHIEF COMPLIANCE OFFICER | C | Control |
| SCHMIDT, MICHAEL, PAUL | I | CHAIRMAN, PRESIDENT AND CHIEF COMPLIANCE OFFICER | C | Control |
| SCHMIDT, MICHAEL, PAUL | I | CHAIRMAN, PRESIDENT AND CHIEF COMPLIANCE OFFICER | C | Control |
| SCHMIDT, MICHAEL, PAUL | I | CHAIRMAN, PRESIDENT AND CHIEF COMPLIANCE OFFICER | C | Control |
| SCHMIDT, MICHAEL, PAUL | I | CHAIRMAN, PRESIDENT AND CHIEF COMPLIANCE OFFICER | C | Control |
| SCHMIDT, MICHAEL, PAUL | I | CHAIRMAN, PRESIDENT AND CHIEF COMPLIANCE OFFICER | C | Control |
| SCHMIDT, MICHAEL, PAUL | I | CHAIRMAN, PRESIDENT AND CHIEF COMPLIANCE OFFICER | C | Control |
| SCHMIDT, MICHAEL, PAUL | I | CHAIRMAN, PRESIDENT AND CHIEF COMPLIANCE OFFICER | C | Control |
| SCHMIDT, MICHAEL, PAUL | I | CHAIRMAN, PRESIDENT AND CHIEF COMPLIANCE OFFICER | C | Control |
| THISTLE, CHAD, ANDREW | I | CHIEF FINANCIAL OFFICER | C | Control |
| THISTLE, CHAD, ANDREW | I | CHIEF FINANCIAL OFFICER | C | Control |
| THISTLE, CHAD, ANDREW | I | CHIEF FINANCIAL OFFICER | C | Control |
| AGLE, GARREN, LINDSAY | I | VICE PRESIDENT & CHIEF INFORMATION OFFICER | B | Control |
| AGLE, GARREN, LINDSAY | I | VICE PRESIDENT & CHIEF INFORMATION OFFICER | B | Control |
| AGLE, GARREN, LINDSAY | I | VICE PRESIDENT & CHIEF INFORMATION OFFICER | B | Control |
| AGLE, GARREN, LINDSAY | I | VICE PRESIDENT & CHIEF INFORMATION OFFICER | B | Control |
| AGLE, GARREN, LINDSAY | I | VICE PRESIDENT & CHIEF INFORMATION OFFICER | B | Control |
| AGLE, GARREN, LINDSAY | I | VICE PRESIDENT & CHIEF INFORMATION OFFICER | B | Control |
| AGLE, GARREN, LINDSAY | I | VICE PRESIDENT & CHIEF INFORMATION OFFICER | B | Control |
| AGLE, GARREN, LINDSAY | I | VICE PRESIDENT & CHIEF INFORMATION OFFICER | B | Control |
| EGAN, MICHAEL, PATRICK | I | MANAGING DIRECTOR AND CHIEF INVESTMENT OFFICER | B | Control |
| EGAN, MICHAEL, PATRICK | I | MANAGING DIRECTOR AND CHIEF INVESTMENT OFFICER | B | Control |
| EGAN, MICHAEL, PATRICK | I | MANAGING DIRECTOR AND CHIEF INVESTMENT OFFICER | B | Control |
| EGAN, MICHAEL, PATRICK | I | MANAGING DIRECTOR AND CHIEF INVESTMENT OFFICER | B | Control |
| EGAN, MICHAEL, PATRICK | I | MANAGING DIRECTOR AND CHIEF INVESTMENT OFFICER | B | Control |
| EGAN, MICHAEL, PATRICK | I | MANAGING DIRECTOR AND CHIEF INVESTMENT OFFICER | B | Control |
| EGAN, MICHAEL, PATRICK | I | MANAGING DIRECTOR AND CHIEF INVESTMENT OFFICER | B | Control |
| EGAN, MICHAEL, PATRICK | I | MANAGING DIRECTOR AND CHIEF INVESTMENT OFFICER | B | Control |
| EGAN, MICHAEL, PATRICK | I | MANAGING DIRECTOR AND CHIEF INVESTMENT OFFICER | B | Control |
| EGAN, MICHAEL, PATRICK | I | MANAGING DIRECTOR AND CHIEF INVESTMENT OFFICER | B | Control |
| EGAN, MICHAEL, PATRICK | I | MANAGING DIRECTOR AND CHIEF INVESTMENT OFFICER | B | Control |
| EGAN, MICHAEL, PATRICK | I | MANAGING DIRECTOR AND CHIEF INVESTMENT OFFICER | B | Control |
| EGAN, MICHAEL, PATRICK | I | MANAGING DIRECTOR AND CHIEF INVESTMENT OFFICER | B | Control |
| EGAN, MICHAEL, PATRICK | I | MANAGING DIRECTOR AND CHIEF INVESTMENT OFFICER | B | Control |
| EGAN, MICHAEL, PATRICK | I | MANAGING DIRECTOR AND CHIEF INVESTMENT OFFICER | B | Control |
| EGAN, MICHAEL, PATRICK | I | MANAGING DIRECTOR AND CHIEF INVESTMENT OFFICER | B | Control |
| EGAN, MICHAEL, PATRICK | I | MANAGING DIRECTOR AND CHIEF INVESTMENT OFFICER | B | Control |
| EGAN, MICHAEL, PATRICK | I | MANAGING DIRECTOR AND CHIEF INVESTMENT OFFICER | B | Control |
| EGAN, MICHAEL, PATRICK | I | MANAGING DIRECTOR AND CHIEF INVESTMENT OFFICER | B | Control |
| EGAN, MICHAEL, PATRICK | I | MANAGING DIRECTOR AND CHIEF INVESTMENT OFFICER | B | Control |
| EGAN, MICHAEL, PATRICK | I | MANAGING DIRECTOR AND CHIEF INVESTMENT OFFICER | B | Control |
| MILLER, JASON, RICHARD | I | SR VICE PRESIDENT | B | Control |
| MILLER, JASON, RICHARD | I | SR VICE PRESIDENT | B | Control |
| MILLER, JASON, RICHARD | I | SR VICE PRESIDENT | B | Control |
| MILLER, JASON, RICHARD | I | SR VICE PRESIDENT | B | Control |
| MILLER, JASON, RICHARD | I | SR VICE PRESIDENT | B | Control |
| MILLER, JASON, RICHARD | I | SR VICE PRESIDENT | B | Control |
| MILLER, JASON, RICHARD | I | SR VICE PRESIDENT | B | Control |
| MILLER, JASON, RICHARD | I | SR VICE PRESIDENT | B | Control |
| MILLER, JASON, RICHARD | I | SR VICE PRESIDENT | B | Control |
| MILLER, JASON, RICHARD | I | SR VICE PRESIDENT | B | Control |
| MILLER, JASON, RICHARD | I | SR VICE PRESIDENT | B | Control |
| MILLER, JASON, RICHARD | I | SR VICE PRESIDENT | B | |
| MILLER, JASON, RICHARD | I | SR VICE PRESIDENT | B | |
| THISTLE, CHAD, ANDREW | I | CHIEF FINANCIAL OFFICER | B | Control |
| THISTLE, CHAD, ANDREW | I | CHIEF FINANCIAL OFFICER | B | Control |
| THISTLE, CHAD, ANDREW | I | CHIEF FINANCIAL OFFICER | B | Control |
| THISTLE, CHAD, ANDREW | I | CHIEF FINANCIAL OFFICER | B | Control |
| THISTLE, CHAD, ANDREW | I | CHIEF FINANCIAL OFFICER | B | Control |
| THISTLE, CHAD, ANDREW | I | CHIEF FINANCIAL OFFICER | B | Control |
| THISTLE, CHAD, ANDREW | I | CHIEF FINANCIAL OFFICER | B | Control |
| THISTLE, CHAD, ANDREW | I | CHIEF FINANCIAL OFFICER | B | Control |
| THISTLE, CHAD, ANDREW | I | CHIEF FINANCIAL OFFICER | B | Control |
| THISTLE, CHAD, ANDREW | I | CHIEF FINANCIAL OFFICER | B | Control |
| THISTLE, CHAD, ANDREW | I | CHIEF FINANCIAL OFFICER | B | Control |
| THISTLE, CHAD, ANDREW | I | CHIEF FINANCIAL OFFICER | B | Control |
| THISTLE, CHAD, ANDREW | I | CHIEF FINANCIAL OFFICER | B | Control |
| THISTLE, CHAD, ANDREW | I | CHIEF FINANCIAL OFFICER | B | Control |
| THISTLE, CHAD, ANDREW | I | CHIEF FINANCIAL OFFICER | B | Control |
| THISTLE, CHAD, ANDREW | I | CHIEF FINANCIAL OFFICER | B | Control |
| THISTLE, CHAD, ANDREW | I | CHIEF FINANCIAL OFFICER | B | Control |
| THISTLE, CHAD, ANDREW | I | CHIEF FINANCIAL OFFICER | B | Control |
| AGLE, GARREN, LINDSAY | I | VICE PRESIDENT & CHIEF INFORMATION OFFICER | A | Control |
| AGLE, GARREN, LINDSAY | I | VICE PRESIDENT & CHIEF INFORMATION OFFICER | A | Control |
| AGLE, GARREN, LINDSAY | I | VICE PRESIDENT & CHIEF INFORMATION OFFICER | A | Control |
| AGLE, GARREN, LINDSAY | I | VICE PRESIDENT & CHIEF INFORMATION OFFICER | A | Control |
| AGLE, GARREN, LINDSAY | I | VICE PRESIDENT & CHIEF INFORMATION OFFICER | A | Control |
| AGLE, GARREN, LINDSAY | I | VICE PRESIDENT & CHIEF INFORMATION OFFICER | A | Control |
| AGLE, GARREN, LINDSAY | I | VICE PRESIDENT & CHIEF INFORMATION OFFICER | A | Control |
| AGLE, GARREN, LINDSAY | I | VICE PRESIDENT & CHIEF INFORMATION OFFICER | A | Control |
| AGLE, GARREN, LINDSAY | I | VICE PRESIDENT & CHIEF INFORMATION OFFICER | A | Control |
| AGLE, GARREN, LINDSAY | I | VICE PRESIDENT & CHIEF INFORMATION OFFICER | A | Control |
| AGLE, GARREN, LINDSAY | I | VICE PRESIDENT & CHIEF INFORMATION OFFICER | A | Control |
| AGLE, GARREN, LINDSAY | I | VICE PRESIDENT & CHIEF INFORMATION OFFICER | A | Control |
| AGLE, GARREN, LINDSAY | I | VICE PRESIDENT & CHIEF INFORMATION OFFICER | A | Control |
| SCHMIDT, MICHAEL, PAUL | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | A | Control |
| SCHMIDT, MICHAEL, PAUL | I | CHIEF COMPLIANCE OFFICER | A | Control |
| SCHMIDT, MICHAEL, PAUL | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | A | Control |
| SCHMIDT, MICHAEL, PAUL | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | A | Control |
| SCHMIDT, MICHAEL, PAUL | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | A | Control |
| SCHMIDT, MICHAEL, PAUL | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | A | Control |
Registrations
Federal
IA
Mar 27, 2025 REGISTERED
Notice Filings (13)
AZ CA CO FL GA IL MI NH NY OH SC TX WI
Address
330 E. KILBOURN AVE.SUITE 1475
MILWAUKEE, WI 53202
United States
Phone: 414-292-1900