Overview
Assets Under Management: $613 million
Headquarters: PORTLAND, ME
High-Net-Worth Clients: 152
Average Client Assets: $4 million
Frequently Asked Questions
GREAT DIAMOND PARTNERS, 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 #299598), GREAT DIAMOND PARTNERS, LLC is subject to fiduciary duty under federal law.
GREAT DIAMOND PARTNERS, LLC is headquartered in PORTLAND, ME.
GREAT DIAMOND PARTNERS, LLC serves 152 high-net-worth clients according to their SEC filing dated March 04, 2025. View client details ↓
According to their SEC Form ADV, GREAT DIAMOND PARTNERS, LLC offers financial planning and portfolio management for individuals. View all service details ↓
GREAT DIAMOND PARTNERS, LLC manages $613 million in client assets according to their SEC filing dated March 04, 2025.
According to their SEC Form ADV, GREAT DIAMOND PARTNERS, LLC serves high-net-worth individuals. View client details ↓
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