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Diversified Financial Management

Diversified Financial Management. CRD 171813

Diversified Financial Management logo

CRD: 171813

Diversified Financial Management

Norwell, MA, 02061
7817920440
dfmwealth.com
$338.8M Total AUM
$242.2M Disc. AUM
14.2% 3Y CAGR
5 Employees
144 ADV. Clients
12 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Fidelity/NFS
Clients
Retail and Institutional
Platforms
CatalystCapital frontier +more
Established Date
06-13-2014
Office Locations
3

Office Locations

188 Whiting Street Suite 10 Hingham MA
20 Walnut Street Suite 215 Wellesley Hills MA
80 Washington Street Building E-13 Norwell MA

About Diversified Financial Management

Diversified Financial Management is a fee-only, fiduciary investment management and financial planning firm serving families and institutions. Founded in 1986, the team focuses on long-term portfolio construction and life planning, using vehicles such as ETFs, mutual funds, and fixed income allocations. Retail and institutional relationships are supported through major custodians including Charles Schwab and Fidelity/NFS.

Team overview

61 AVG AGE
$112.9M AVG AUM / ADVISOR
$2.4M AVG AUM / CLIENT
7.6 yrs AVG TENURE
5 Employees
3 Advisory Reps
3 RIA Reps
12yrs Firm Age

Insights

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Asset Classes

Insight zenith Pioneer element Zenith Meridian matrix Glacier Pathway beacon

Client Personas

Frontier element

Custodian

Insight wave Vector bridge

Investment Themes

Focus

Investment Vehicles

Eagle Vector focus

Services

Legacy frontier Unison peak Eagle Prime Prime foundation Fusion

Technology

Bridge Momentum frontier Eagle eagle

Owner & Executives

H

HENRY CALVIN PLACE JR.

Chief Compliance Officer, President

CRD
#5862403
Ownership
75% or more
(292) 279-6108
optima.vector@summitcapital.com
in linkedin.com/in/wave-glacier

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Contacts

Bradford Cadigan

Bradford Cadigan

--

CRD
#6601007
(773) 252-2467
insight.wave@peakcapital.com
in linkedin.com/in/zenith-meridian
A

ADAM KEITH DWORKIN

Managing Partner

CRD
#5998277
(248) 507-5142
alpha.frontier@pioneercapital.com
in linkedin.com/in/catalyst-atlas
V

Vector harbor

Horizon bridge

CRD
#50087
(362) 536-2991
catalyst.radial@primecapital.com
in linkedin.com/in/atlas-north

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-04-2022
03-06-2023
03-15-2024
03-20-2025
03-13-2026
Category Assets AVG. Account size
Discretionary $242,195,099 $619,425
Non-Discretionary $96,555,728 $1,109,836
Total $338,750,827 $708,684

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Separately Managed Accounts

Total SMA Asset: $338,750,827

$338.8M Total SMA
Equity - Exchange:
18.2%
Public Funds:
25.9%
Cash:
25.6%
Corporate - Investment Grade:
17.3%
Municipal Bonds:
6.6%
U.S. Government/Agency:
6.4%
Asset class Assets Assets %
Equity - Exchange $95,014,846 18.2%
Public Funds $135,213,435 25.9%
Cash $133,647,256 25.6%
Corporate - Investment Grade $90,316,310 17.3%
Municipal Bonds $34,455,933 6.6%
U.S. Government/Agency $33,411,815 6.4%
Total $522,059,595 100.0%

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