DIRECTORY OF REGISTERED ADVISORS
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Local Professionals
DIVERSIFIED FINANCIAL MANAGEMENT
Tel: 781-792-0440
80 Washington Street Building E-13
Norwell, Massachusetts 02061-1729
DIVERSIFIED FINANCIAL MANAGEMENT
DIVERSIFIED FINANCIAL MANAGEMENT is a Norwell, Massachusetts based financial advisory firm with nearly $258,977,565 in assets under management and provides investment advisory services for 455 clients. There are currently 4 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services , Selection for other advisors , Education seminars/workshops
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
171813
SEC#:
801-79902
No. of Clients:
455
Assets under Management
$258,977,565
No. of Advisors:
4
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