Diversified Financial Management
Diversified Financial Management (CRD# 171813) is a financial advisory firm headquartered in Norwell, MA. They manage $147,922,360 in 316 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management148MILLION
Total Number of Accounts316ACCOUNTS
Average Account Value$468,109
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
FL, MA, NH
Mark Everett (CRD# 4261840) is an Investment Advisor Representative working at Diversified Financial Management in Norwell, MA and has over 19 years of experience in the finance industry.
Henry Place (CRD# 5862403) is an Investment Advisor Representative working at Diversified Financial Management in Norwell, MA and has 1 year of experience in the finance industry.