Diversified Management

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Trust Score 98%
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Diversified Management, federally registered in 1994, is a Registered Investment Advisor (RIA) in 8 state(s) with a licensed staff of 6 advisors. Diversified Management manages $1.0 billion and provides investment advisory services for 286 clients (1:48 advisor/client ratio). This firm does not have a disciplinary history.

Last updated: October 16th, 2019. Data source: SEC filings.

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Firm Information


Feature Value
Rank (United States) Top 5%
Advisors Directory View Directory
Top Advisor Mark Joseph Homan
Avg Advisor Trust Score 97
Avg Advisor Years Registered 17
Minimum Investment $500,000
Average Client Balance $3,566,430
Total AUM $1.0 billion
Advisor / Client Ratio 1:48
Headquarters Milwaukee, WI
SEC Filings Forms and Brochures    (CRD # 106680)
State(s) Registered AZ, CA, FL, IL, NH, SC, TX, WI


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