DIVERSIFIED FINANCIAL MANAGEMENT, INC.
CRD #136035 SEC #801-64462 NEWPORT BEACH, CA 800-825-9990
SEC Registered
Total AUM
$26.3M
Discretionary
$26.3M
Employees
5
Clients
--
Accounts
77
Firm Details
- Organization Type
- Corporation
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 21, 2005
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| LANGSAM, ROBERT, LEONARD | I | PRESIDENT AND CCO | E | Control |
Registrations
Federal
IA
Jun 21, 2005 REGISTERED
Notice Filings (2)
CA NY
Address
3419 VIA LIDO#351
NEWPORT BEACH, CA 92663-3908
USA
Phone: 800-825-9990