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).

By the Numbers
  • Total Assets Under Management
    148
    MILLION
  • Total Number of Accounts
    316
    ACCOUNTS
  • Average Account Value
    $468,109
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, MA, NH

Financial Advisors at Diversified Financial Management
Showing 1 - 2 of 2 top financial advisors.
1
Mark J. Everett
CRD#: 4261840
Norwell, MA 02061

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.

2
Henry C. Place
CRD#: 5862403
Norwell, MA 02061

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.

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