Adam
Dworkin

Diversified Financial Management

CRD#5998277
Investment Advisor
in Norwell, MA

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About this Advisor

Adam Dworkin is a financial advisor operating in Norwell, Massachusetts. Dworkin is an advisor for Diversified Financial Management. Over the course of their career, Dworkin has held roles at Diversified Financial Management and Akd Consultants. Dworkin is registered to advise clients in Massachusetts. Diversified Financial Management is an advisory firm that has its headquarters in Norwell, MA. It handles $228 million in assets between its 423 customer accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. Of its 423 client accounts, 43% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. The firm provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Financial advisory fee schedules largely are based on which services the firm provides the client. However, fee types charged by Diversified Financial Management may include asset-based, hourly and fixed fees.

Years Registered*

less than 1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

80 Washington Street Building E-13
Norwell, MA 02061-1729

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Diversified Financial Management Brokerage Details

Total Assets Under Management

$227,647,098

MA Average: $16,012,751,954
Total Number of Employees

4

MA Average: 118
Total Number of Accounts

423

MA Average: 4,567
Average Account Size

$538,173

MA Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Adam Dworkin Work History

Adam has been registered as a financial advisor for 0 years.*

2020 - Present (4 years)

Diversified Financial Management

2011 - Present (13 years)

Akd Consultants

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Adam Dworkin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Diversified Financial Management

Mark Everett
Norwell, MA
Adam Dworkin
Norwell, MA
Henry Place
Norwell, MA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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