Black Diamond Advisory Partners
Firm details
- Headquarters
- ,
- CRD number
- 311051
- Registered since
- October 30, 2020
- Website
- blackdiamondwm.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI82.89%
- Individuals16.98%
- Corporations / Businesses0.12%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Black Diamond Advisory Partners LLC is an independent, individual-owned advisory firm organized as an LLC and state-registered in Delaware and Pennsylvania. The firm focuses on serving individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and pension consulting. It also operates as an insurance broker and incorporates annuity solutions into client strategies. Compensation is primarily a percentage of assets under management, supplemented by hourly billing for advisory work. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds78%
- Exchange Traded Equities19%
- Cash & Cash Equivalents3%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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