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Building 2DIVERSIFIED FINANCIAL MANAGEMENT

Map pinNORWELL, MA
Phone781-792-0440
NotebookSEC #801-79902
Total AUM
$338.8M
Employees
5
Clients
144

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
80 WASHINGTON STREET
BUILDING E-13
NORWELL
MA 02061-1729
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
781-792-0440
Other Offices
1

ReceiptFinancials

Total AUM
$338.8M
Accounts
478
Discretionary
$242.2M
Accounts
391
Non-Discretionary
$96.6M
Accounts
87

ContactClients

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Individual Clients
74
AUM
$34.1M
HNW Individual Clients
65
AUM
$290.3M
Pension/Profit Sharing Plan Clients
5
AUM
$14.3M

Briefcase businessServices

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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
FLMANH

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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