Diversified Financial Management

Diversified Financial Management (CRD# 171813) is a financial advisory firm headquartered in Norwell, MA. They manage $258,977,565 in 455 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
80 Washington Street, Building E-13, Norwell, MA 02061
https://www.facebook.com/diversifiedfinancialmanagement
By the Numbers
  • Total Assets Under Management
    259
    MILLION
  • Total Number of Accounts
    455
    ACCOUNTS
  • Average Account Value
    $569,181
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
The map below shows states where this firm has explicit registration only.

FL, MA, NH

Financial Advisors at Diversified Financial Management
Showing 1 - 3 of 3 top financial advisors.
1
Mark Everett, financial advisor Norwell MA
Mark J. Everett
CRD#: 4261840
80 Washington Street, Building E-13, Norwell, MA 02061

Mark Everett (CRD# 4261840) is an Investment Advisor Representative working at Diversified Financial Management in Norwell, MA and has over 23 years of experience in the finance industry.

2
Henry Place, financial advisor Norwell MA
Henry C. Place
CRD#: 5862403
80 Washington Street, Building E-13, 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.

3
Adam Dworkin, financial advisor Norwell MA
Adam K. Dworkin
CRD#: 5998277
80 Washington Street, Building E-13, Norwell, MA 02061

Adam Dworkin (CRD# 5998277) is an Investment Advisor Representative working at Diversified Financial Management in Norwell, MA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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