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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