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| Diversified Financial Management Associates Inc
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| |
|---|---|
| CRD # | 171813 |
| SEC # | 801-79902 |
| CIK # | |
| AUM | $259.0 MM (2024-03-15) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 781-792-0440 |
| Address | 80 Washington Street Norwell, MA 02061-1729 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 73 | 36.1 |
| (b) Individuals (high net worth individuals) | 53 | 212.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 10.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 455 | 259.0 |
| By Discretionary | ||
| Discretionary | 350 | 169.4 |
| Non-Discretionary | 105 | 89.6 |
| Total | 455 | 259.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 259.0 | |
| Total | 455 | 259.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Consilium Wealth Advisory LLC
✚
|
TX | 0.3 |
|
Raleigh Capital Management Inc
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|
NC | 0.3 |
|
Fireside Capital Advisors Inc
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|
TX | 0.3 |
|
Seros Financial LLC
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|
AZ | 0.3 |
|
Turn8 Private Wealth Inc
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|
0.3 | |
|
Summit Group Retirement Planners Inc
✚
|
PA | 0.3 |
|
Christy Capital Management Inc
✚
|
GA | 0.3 |
|
BETO Financial Group LLC
✚
|
ID | 0.3 |
|
Heritage Wealth Architects Inc
✚
|
MN | 0.3 |
|
Auxin Group Wealth Management LLC
✚
|
OH | 0.3 |