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Building 2DIVERSIFIED FINANCIAL MANAGEMENT INC.

Map pinNORWELL, MA
Phone781-792-0440
NotebookSEC #801-62131
Total AUM
$114.9M
Employees
2
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
80 WASHINGTON STREET
SUITE O-54
NORWELL
MA 02061
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
781-792-0440

ReceiptFinancials

Total AUM
$114.9M
Accounts
203
Discretionary
$12.4M
Accounts
50
Non-Discretionary
$102.5M
Accounts
153

ContactClients

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None reported

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMATX

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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