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President and Chief Compliance Officer · Diversified Financial Management

Henry C. Place

CRD 5862403 · Named on Form ADV at one SEC-registered adviser

At a glance

Diversified Financial Management, an SEC-registered wealth manager based in Norwell, MA with $339 million in regulatory assets, lists Henry C. Place on its Form ADV as President and Chief Compliance Officer, a control person.

Firms and roles

AtlasMembers

Henry’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Henry’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.