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 is an independent wealth advisory firm organized as an LLC and registered with the SEC in 2020. The firm serves individual and family clients and combines financial planning with portfolio management for individuals and small businesses; its advisory menu also lists pension consulting services. It operates an insurance brokerage as part of its business activities and bills clients on a percentage-of-AUM basis plus occasional hourly fees. The firm is not positioned as a capital allocator and does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
1 of 1
Christopher Buckley
President and CEOCRD 6778249
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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