Overview
Assets Under Management: $701 million
Headquarters: TOWSON, MD
High-Net-Worth Clients: 188
Average Client Assets: $4 million
Frequently Asked Questions
BLACK DIAMOND FINANCIAL, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #145108), BLACK DIAMOND FINANCIAL, LLC is subject to fiduciary duty under federal law.
BLACK DIAMOND FINANCIAL, LLC is headquartered in TOWSON, MD.
BLACK DIAMOND FINANCIAL, LLC serves 188 high-net-worth clients according to their SEC filing dated October 01, 2024. View client details ↓
According to their SEC Form ADV, BLACK DIAMOND FINANCIAL, LLC offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and pension consulting services. View all service details ↓
BLACK DIAMOND FINANCIAL, LLC manages $701 million in client assets according to their SEC filing dated October 01, 2024.
According to their SEC Form ADV, BLACK DIAMOND FINANCIAL, LLC serves high-net-worth individuals, pooled investment vehicles, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 188
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 76.24
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 274
Discretionary Accounts: 264
Non-Discretionary Accounts: 10
Regulatory Filings
CRD Number: 145108
Last Filing Date: 2024-10-01 00:00:00
Website: https://blackdfinancial.com