DIVERSIFIED FINANCIAL MANAGEMENT ASSOCIATES, INC.
Doing business as DIVERSIFIED FINANCIAL MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$338,750,827
Discretionary
$242,195,099
Non-discretionary
$96,555,728
Firm details
- CRD number
- 171813
- SEC file number
- 801-79902
- Main office
- NORWELL, MA, United States
- Employees
- 5
- SEC status
- Approved
- Website
- https://dfmwealth.com/
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.