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Henry Calvin Place

DIVERSIFIED FINANCIAL MANAGEMENT ASSOCIATES, INC.·NORWELL, Massachusetts
Clean recordDIVERSIFIED 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.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Henry Calvin Place is a registered financial advisor based in NORWELL, Massachusetts, affiliated with DIVERSIFIED FINANCIAL MANAGEMENT ASSOCIATES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
DIVERSIFIED FINANCIAL MANAGEMENT ASSOCIATES, INC.
DIVERSIFIED FINANCIAL MANAGEMENT
AUM
$259M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at DIVERSIFIED FINANCIAL MANAGEMENT ASSOCIATES, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5862403
Firm CRD# 171813
View on FINRA BrokerCheck →

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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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Nearby cities in Massachusetts
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Research
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