DIVERSIFIED FINANCIAL MANAGEMENT - Financial Advisor in Massachusetts, Norwell

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

About DIVERSIFIED FINANCIAL MANAGEMENT

DIVERSIFIED FINANCIAL MANAGEMENT is a Norwell, Massachusetts based financial advisory firm with nearly $258,977,565 in assets under management and provides investment advisory services for 455 clients. There are currently 4 financial advisors at the firm.

General Information

Firm CRD#:

171813

Firm SEC#:

801-79902

Assets Under Management:

$258,977,565

No. of Clients:

455

No. of Advisors:

Advisory Services Provided:

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

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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Top Financial Advisory Firms in Massachusetts, Norwell

FirmCRD#:109767

SEC#:801-9168

No. of Advisors:6

No. of Clients:559

AUM:$551,033,073

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

CONTRAVISORY INVESTMENT MANAGEMENT, INC.

109767

801-9168

559

$551,033,073

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