Investment adviser · CRD 127264

DIVERSIFIED FINANCIAL MANAGEMENT INC.

Investment adviser filing (IA)

NORWELL, MA, United States · Form ADV filed Mar 27, 2014

Regulatory AUM
$115M
Form ADV · Item 5.F
Client accounts
203
Accounts, not individual clients
Employees
2
Reported in this filing
Advisory professionals
2
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 27, 2014. View historical filings

Reported services

Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers · Educational seminars

Compensation

Percentage of assets · Hourly · Fixed

Principal office

80 WASHINGTON STREET, SUITE O-54
NORWELL, MA, 02061, United States

CRD 127264

Filing source

Form ADV 810258 · Mar 27, 2014 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.