DIVERSIFIED FINANCIAL MANAGEMENT ASSOCIATES, INC.
Legal name: DIVERSIFIED FINANCIAL MANAGEMENT
CRD #171813 SEC #801-79902 NORWELL, MA 781-792-0440
SEC Registered
Total AUM
$302.4M
Discretionary
$187.1M
Employees
5
Clients
51
Accounts
438
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $302.4M | $187.1M | $115.3M | 5 | 0 |
| Mar 2024 | $259M | $169.4M | $89.6M | 4 | 0 |
| Mar 2023 | $227.6M | $139.8M | $87.8M | 4 | 0 |
| Mar 2022 | $231.1M | $108.8M | $122.3M | 4 | 0 |
| Apr 2021 | $188.8M | $83.1M | $105.7M | 4 | 0 |
| Mar 2021 | $188.8M | $83.1M | $105.7M | 4 | 0 |
| Jun 2020 | $174.3M | $66.1M | $108.2M | 4 | 0 |
| Mar 2020 | $174.3M | $66.1M | $108.2M | 4 | 0 |
| Apr 2019 | $147.9M | $53.3M | $94.6M | 4 | 0 |
| Mar 2019 | $147.9M | $53.3M | $94.6M | 4 | 0 |
| Oct 2018 | $156.5M | $51.5M | $105M | 4 | 0 |
| Mar 2018 | $156.5M | $51.5M | $105M | 3 | 0 |
| Mar 2017 | $139.8M | $39.2M | $100.6M | 3 | 26 |
| Feb 2016 | $123.3M | $19.6M | $103.8M | 3 | 26 |
| Dec 2015 | $125.2M | $17.1M | $108.1M | 3 | 26 |
| Mar 2015 | $125.2M | $17.1M | $108.1M | 2 | 26 |
| Jul 2014 | $125.2M | $15.4M | $109.8M | 2 | 0 |
| Jun 2014 | $125.2M | $15.4M | $109.8M | 1 | 0 |
DateMar 2025
Total AUM$302.4M
Discretionary$187.1M
Non-Disc.$115.3M
Employees5
Clients0
DateMar 2024
Total AUM$259M
Discretionary$169.4M
Non-Disc.$89.6M
Employees4
Clients0
DateMar 2023
Total AUM$227.6M
Discretionary$139.8M
Non-Disc.$87.8M
Employees4
Clients0
DateMar 2022
Total AUM$231.1M
Discretionary$108.8M
Non-Disc.$122.3M
Employees4
Clients0
DateApr 2021
Total AUM$188.8M
Discretionary$83.1M
Non-Disc.$105.7M
Employees4
Clients0
DateMar 2021
Total AUM$188.8M
Discretionary$83.1M
Non-Disc.$105.7M
Employees4
Clients0
DateJun 2020
Total AUM$174.3M
Discretionary$66.1M
Non-Disc.$108.2M
Employees4
Clients0
DateMar 2020
Total AUM$174.3M
Discretionary$66.1M
Non-Disc.$108.2M
Employees4
Clients0
DateApr 2019
Total AUM$147.9M
Discretionary$53.3M
Non-Disc.$94.6M
Employees4
Clients0
DateMar 2019
Total AUM$147.9M
Discretionary$53.3M
Non-Disc.$94.6M
Employees4
Clients0
DateOct 2018
Total AUM$156.5M
Discretionary$51.5M
Non-Disc.$105M
Employees4
Clients0
DateMar 2018
Total AUM$156.5M
Discretionary$51.5M
Non-Disc.$105M
Employees3
Clients0
DateMar 2017
Total AUM$139.8M
Discretionary$39.2M
Non-Disc.$100.6M
Employees3
Clients26
DateFeb 2016
Total AUM$123.3M
Discretionary$19.6M
Non-Disc.$103.8M
Employees3
Clients26
DateDec 2015
Total AUM$125.2M
Discretionary$17.1M
Non-Disc.$108.1M
Employees3
Clients26
DateMar 2015
Total AUM$125.2M
Discretionary$17.1M
Non-Disc.$108.1M
Employees2
Clients26
DateJul 2014
Total AUM$125.2M
Discretionary$15.4M
Non-Disc.$109.8M
Employees2
Clients0
DateJun 2014
Total AUM$125.2M
Discretionary$15.4M
Non-Disc.$109.8M
Employees1
Clients0