Overview
Assets Under Management: $613 million
Headquarters: PORTLAND, ME
High-Net-Worth Clients: 152
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 152
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 87.95
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 1,618
Discretionary Accounts: 1,618
Regulatory Filings
CRD Number: 299598
Last Filing Date: 2025-03-04 00:00:00
Website: https://greatdiamondpartners.com