DIVERSIFIED FINANCIAL MANAGEMENT INC.

NORWELL, Massachusetts·1 registered advisor·CRD# 127264
SEC# 801-62131781-792-0440
01

Firm Overview

AUM
$115M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at DIVERSIFIED FINANCIAL MANAGEMENT INC.

1 registered advisor
William Nicholas Mckenna
NORWELL, Massachusetts
05

Office Locations

NORWELL, Massachusetts
1 advisor

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Data sourced from SEC Form ADV filings. DIVERSIFIED FINANCIAL MANAGEMENT INC. (CRD# 127264) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.