Diversified Financial Management Associates, Inc.
● SEC registered since 2014CRD 171813SEC# 801-79902Norwell, MA
Reg. AUM
$338.8M
Employees
5
Accounts
478
Location
Norwell, MA
Diversified Financial Management Associates, Inc. assets under management
Diversified Financial Management Associates, Inc. is an investment advisory firm registered with the SEC based in Norwell, MA. The firm has been registered since 2014. It reports $338.8 million in regulatory assets under management and employs 5 people.
Diversified Financial Management Associates, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Henry Calvin Place Control | President And Chief Compliance Officer | Over 75% | 2014 |
Frequently asked questions
How much does Diversified Financial Management Associates, Inc. manage?
Diversified Financial Management Associates, Inc. reports $338.8 million in regulatory assets under management on its Form ADV.
How many employees does Diversified Financial Management Associates, Inc. have?
Diversified Financial Management Associates, Inc. reports 5 employees.
Where is Diversified Financial Management Associates, Inc. located?
Diversified Financial Management Associates, Inc. is based in Norwell, MA and has been SEC-registered since 2014.
Does Diversified Financial Management Associates, Inc. disclose fund performance?
Diversified Financial Management Associates, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 80 Washington Street, Building E-13, Norwell, MA 02061-1729 |
| Phone | 781-792-0440 |
| Fax | 781-792-0606 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$338.8M▲ 12%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 59%
Larger than 41% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$338.8Mregulatory AUM
Discretionary $242.2MNon-discretionary $96.6M