# DIVERSIFIED FINANCIAL MANAGEMENT, INC.

DIVERSIFIED FINANCIAL MANAGEMENT, INC. of NEWPORT BEACH, CA is an SEC-registered investment adviser.

## Registration

- CRD: 136035
- Type: SEC-registered investment adviser
- SEC file number: 801-64462
- Location: 3419 VIA LIDO, #351, NEWPORT BEACH, CA, 92663-3908
- Phone: 800-825-9990
- Latest filing: 2005-06-21
- Regulatory AUM: $26.3M
- Discretionary AUM: $26.3M
- Clients: 1
- Accounts: 77

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| [LANGSAM ROBERT LEONARD](https://search.stillhousedata.com/person/735827) | PRESIDENT AND CCO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/136035/brochure
- Similar advisers: https://search.stillhousedata.com/firm/136035/similar
- Related entities: https://search.stillhousedata.com/firm/136035/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/136035

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.