DIVERSIFIED FINANCIAL MANAGEMENT

80 Washington Street
Building E-13
Norwell, Massachusetts 02061-1729
Tel: 781-792-0440

About DIVERSIFIED FINANCIAL MANAGEMENT

DIVERSIFIED FINANCIAL MANAGEMENT, formally registered with the SEC as DIVERSIFIED FINANCIAL MANAGEMENT. The firm was established in 06/13/2014. They have over 1 offices throughout the country.

DIVERSIFIED FINANCIAL MANAGEMENT is a Norwell, Massachusetts based Financial Planning firm with nearly $258,977,565 assets under management, offering retirement planning & investment advisory services to 455 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	171813
SEC#	801-79902
Assets Managed by Firm	$258,977,565
No. of Clients	455
No. of Advisors	4

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	455	$258,977,565
Individuals (other than high net worth individuals)	73	$36,093,393
High net worth individuals	53	$212,202,835
Pension and profit sharing plans	5	$10,681,337

More Retirement Planning firms in Norwell, Massachusetts:

Firm Name	Assets Under Management	Total Clients	Total Advisors
CAPITAL RESEARCH AND MANAGEMENT COMPANY 333 S Hope Street, 55th Floor Los Angeles, CA, 90071-1406	$3,315,358,763,219	22262	1384
BLACKROCK FUND ADVISORS 400 Howard Street San Francisco, CA, 94105	$3,047,294,350,591	522	700
PACIFIC INVESTMENT MANAGEMENT COMPANY LLC 650 Newport Center Drive Newport Beach, CA, 92660	$2,615,929,249,500	2811	3194
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 211 Main Street San Francisco, CA, 94105	$1,098,805,397,188	304509	857
FRANKLIN ADVISERS, INC. One Franklin Parkway, Building 970, 1st Floor San Mateo, CA, 94403	$467,015,634,913	18979	408

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