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DIVERSIFIED FINANCIAL MANAGEMENT

DIVERSIFIED FINANCIAL MANAGEMENT ASSOCIATES, INC.

CRD 171813 · SEC 801-79902

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80 WASHINGTON STREET, BUILDING E-13, NORWELL, MA, 02061-1729, United States

Phone

781-792-0440

Fax

781-792-0606

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$338.8M

Discretionary AUM

$242.2M

Team

5 total employees; 3 advisory reps

Clients

51-100

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-03-13

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars

Client types

TypeClientsAUM
Individuals74$34.1M
High net worth individuals65$290.3M
Pension/profit sharing plans5$14.3M

States served

MA, NH, FL

All web addresses on file

Official SEC filing: View on IAPD