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Henry Calvin Place

DIVERSIFIED FINANCIAL MANAGEMENT ASSOCIATES, INC.·NORWELL, Massachusetts
Clean record15 years registeredDIVERSIFIED FINANCIAL MANAGEMENT ASSOCIATES, INC.
80 WASHINGTON STREET, NORWELL, MA 02061-1729CRD# 5862403Firm CRD# 171813

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Henry Calvin Place · NORWELL, MA
Registration
CRD #5862403 · DIVERSIFIED FINANCIAL MANAGEMENT ASSOCIATES, INC. · 15 years registered
Brand Profile
Not yet started
01

Career History

DIVERSIFIED FINANCIAL MANAGEMENT
Jul 2014 – present
DIVERSIFIED FINANCIAL MANAGEMENT INC.
Dec 2010 – Jul 2014
NORWELL, MA
02

Registrations & Exams

Registration record
First registered · December 15, 2010
Years registered · 15
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
DIVERSIFIED FINANCIAL MANAGEMENT ASSOCIATES, INC.
CRD 171813 · SEC 801-79902
AUM
$259M
Regulatory assets under management
Employees
4
455 client accounts
Services offered by DIVERSIFIED FINANCIAL MANAGEMENT ASSOCIATES, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at DIVERSIFIED FINANCIAL MANAGEMENT ASSOCIATES, INC. →
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05

Frequently Asked Questions

What services does Henry Calvin Place offer?
Henry Calvin Place specializes in Financial Planning, Investment Management. Contact their office in NORWELL, Massachusetts for a consultation.
What are Henry Calvin Place's credentials?
Henry Calvin Place is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Henry Calvin Place located?
Henry Calvin Place is based in NORWELL, Massachusetts, working with DIVERSIFIED FINANCIAL MANAGEMENT ASSOCIATES, INC.. Their office serves clients in the NORWELL metropolitan area and surrounding communities.
How does Henry Calvin Place charge for services?
Henry Calvin Place's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DIVERSIFIED FINANCIAL MANAGEMENT ASSOCIATES, INC.?
DIVERSIFIED FINANCIAL MANAGEMENT ASSOCIATES, INC. has approximately 4 employees and manages $259M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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