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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Diversified Financial Management Associates Inc
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|---|---|
| CRD # | 171813 |
| SEC # | 801-79902 |
| CIK # | |
| AUM | $302.4 M (2025-03-20) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 781-792-0440 |
| Address | 80 Washington Street Norwell, MA 02061-1729 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 70 | 31.3 |
| (b) Individuals (high net worth individuals) | 56 | 258.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 12.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 438 | 302.4 |
| By Discretionary | ||
| Discretionary | 316 | 187.1 |
| Non-Discretionary | 122 | 115.3 |
| Total | 438 | 302.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 302.4 | |
| Total | 438 | 302.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Auxin Group Wealth Management LLC
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|
OH | 0.3 |
|
Kaufman Rossin Wealth LLC
✚
|
FL | 0.3 |
|
Darden Wealth Group Inc
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|
MI | 0.3 |
|
May Barnhard Investments LLC
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|
MD | 0.3 |
|
TSA Wealth Management LLC
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|
TX | 0.3 |
|
Navigate Financial LLC
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|
UT | 0.3 |
|
Wealth Advisors Northwest LLC
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|
OR | 0.3 |
|
Oneamerica Securities Inc
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|
IN | 0.3 |
|
Cloud Investments LLC
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|
AL | 0.3 |
|
Parkview US LLC
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|
NY | 0.3 |