RIA Intel›Advisers›Massachusetts›DIVERSIFIED FINANCIAL MANAGEMENT ASSOCIATES, INC.

DIVERSIFIED FINANCIAL MANAGEMENT ASSOCIATES, INC.

Advisory

N·NORWELL, MA

Data as of Mar 13, 2026 · Source: SEC Form ADV

Total AUM
$339M
1-Year AUM Growth
+13.8%
3-Year CAGR
+11.1%
Employees
3
Assets Under Management
Total AUM$339M
Discretionary AUM$242M
Non-Discretionary AUM$97M
Discretionary %71.5%
Total Clients131
Team
Total Employees3
Investment Advisers5
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record17
First FilingJun 5, 2014
Latest FilingMar 13, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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