RIA Intel›Advisers›Massachusetts›LEVIT, DANA JEAN

LEVIT, DANA JEAN

Advisory

NEWTON, MA

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

Rank in MA

#961

of 1,590 advisers by AUM

Average account

$354K

across 319 accounts

AUM per adviser

$113M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 13, 2026.

Total AUM

$113M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$113M

Discretionary AUM$0

Non-Discretionary AUM$113M

Discretionary %0%

Total Clients36

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

Fiscal Year EndDecember

Operates InMA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

36 clients

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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DIVERSIFIED FINANCIAL MANAGEMENT INC.

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