DIVERSIFIED FINANCIAL MANAGEMENT ASSOCIATES, INC.

DIVERSIFIED FINANCIAL MANAGEMENT ASSOCIATES, INC. of NORWELL, MA is an SEC-registered investment adviser (CRD 171813). Regulatory assets under management: $338.8M.

Registration

CRD: 171813
SEC file number: 801-79902
Type: Registered investment adviser
Location: 80 WASHINGTON STREET, BUILDING E-13, NORWELL, MA, 02061-1729
Phone: 781-792-0440
Latest filing: 2026-03-13
Regulatory AUM: $338.8M
Discretionary AUM: $242.2M
Non-discretionary AUM: $96.6M
Clients: 5
Accounts: 478

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

Officers, owners & control persons (2)

Name	Role	Location
Henry Calvin Place	PRESIDENT AND CHIEF COMPLIANCE OFFICER	—
PLACE JR HENRY CALVIN	PRESIDENT AND CHIEF COMPLIANCE OFFICER; PRESIDENT, CHIEF COMPLIANCE OFFICER	—

DIVERSIFIED FINANCIAL MANAGEMENT ASSOCIATES, INC.

Registration

Business model

Officers, owners & control persons (2)

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