DIVERSIFIED FINANCIAL MANAGEMENT INC.
CRD #127264 SEC #801-62131 NORWELL, MA 781-792-0440
SEC Registered
Total AUM
$114.9M
Discretionary
$12.4M
Employees
2
Clients
26
Accounts
203
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2014 | $114.9M | $12.4M | $102.5M | 2 | 26 |
| Dec 2013 | $114.9M | $12.4M | $102.5M | 2 | 26 |
| Dec 2012 | $106.9M | $9.8M | $97.2M | 2 | 26 |
| Mar 2012 | $111M | $7.9M | $103.2M | 1 | 26 |
| Dec 2011 | $104.2M | $6.7M | $97.5M | 1 | 26 |
| Dec 2010 | $122.2M | $41.1M | $81.1M | 5 | -- |
| Oct 2010 | $109.2M | $34.1M | $75.1M | 5 | -- |
| Dec 2007 | $141M | $46.6M | $94.3M | 5 | -- |
| Dec 2006 | $114.6M | $34.1M | $80.6M | 5 | -- |
| Dec 2005 | $106.8M | $26M | $80.7M | 5 | -- |
| Nov 2005 | $106.8M | $26M | $80.7M | 5 | -- |
| Nov 2005 | $95.8M | $13.1M | $82.7M | 5 | -- |
| Jan 2004 | $91M | $15.9M | $75M | 5 | -- |
DateMar 2014
Total AUM$114.9M
Discretionary$12.4M
Non-Disc.$102.5M
Employees2
Clients26
DateDec 2013
Total AUM$114.9M
Discretionary$12.4M
Non-Disc.$102.5M
Employees2
Clients26
DateDec 2012
Total AUM$106.9M
Discretionary$9.8M
Non-Disc.$97.2M
Employees2
Clients26
DateMar 2012
Total AUM$111M
Discretionary$7.9M
Non-Disc.$103.2M
Employees1
Clients26
DateDec 2011
Total AUM$104.2M
Discretionary$6.7M
Non-Disc.$97.5M
Employees1
Clients26
DateDec 2010
Total AUM$122.2M
Discretionary$41.1M
Non-Disc.$81.1M
Employees5
Clients--
DateOct 2010
Total AUM$109.2M
Discretionary$34.1M
Non-Disc.$75.1M
Employees5
Clients--
DateDec 2007
Total AUM$141M
Discretionary$46.6M
Non-Disc.$94.3M
Employees5
Clients--
DateDec 2006
Total AUM$114.6M
Discretionary$34.1M
Non-Disc.$80.6M
Employees5
Clients--
DateDec 2005
Total AUM$106.8M
Discretionary$26M
Non-Disc.$80.7M
Employees5
Clients--
DateNov 2005
Total AUM$106.8M
Discretionary$26M
Non-Disc.$80.7M
Employees5
Clients--
DateNov 2005
Total AUM$95.8M
Discretionary$13.1M
Non-Disc.$82.7M
Employees5
Clients--
DateJan 2004
Total AUM$91M
Discretionary$15.9M
Non-Disc.$75M
Employees5
Clients--