SEC Form ADV

DIVERSIFIED FINANCIAL MANAGEMENT

Firm profile: Diversified Financial Management — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserMA
$338.8M
Assets Under Management
478
Total Clients
5
Employees
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Registration Details

Accession
CRD-171813
Location
NORWELL, MA
Filing Date
March 13, 2026
AUM
$338.8M
Total Clients
478
Institutional Clients
5
Employees
5
Amendment
No

Client Types

IndividualsHNW IndividualsPension Plans

About this Adviser

DIVERSIFIED FINANCIAL MANAGEMENT is a registered investment adviser headquartered in NORWELL, MA, managing approximately $338.8M in assets across 478 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.