Diversified Financial Management Associates Inc

-

Assets, Funds, Holdings

Home | Sign Up | Log In
Portfolios
Track firms over time with portfolios. Click on the
to add to a portfolio.
List of Funds
Asset Managers in Boston
PE Firms in Boston
Hedge Funds in Boston
CalPERS Portfolio
NYSCRF Portfolio
MD SRPS Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
CAFR Data
Diversified Financial Management Associates Inc
CRD #171813
SEC #801-79902
CIK #
AUM $147.9 MM (36% Disc, 100% US)
Employees4 (50% Investors, 0% Brokers)
Phone781-792-0440
Address80 Washington Street
Norwell, MA 02061-1729
Source [IAPD] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
16012896643202011201420172020
Comparable Firms State AUM ($BB)
Longview Financial Advisors Inc
AL 0.1
Independent Wealth Network Inc
IA 0.1
Linde Equity Inc
0.1
Mtyale Investment Consulting Group LLC
CO 0.1
RFP Financial Group LLC
GA 0.1
Sebold Capital Management Inc
IL 0.1
Professional Financial Strategies Inc
NY 0.1
Capital Fiduciary Advisors LLC
VA 0.1
Counsel Wealth Management Inc
MN 0.1
Stonebridge Financial Planning Group LLC
FL 0.1
Terms of Service | Privacy Policy | User Guide
tony@aum13f.com