Black Diamond Financial, LLC
Firm details
- Headquarters
- ,
- CRD number
- 314622
- Registered since
- June 25, 2021
- Website
- www.bdfria.com
- Custodians
- CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI54.78%
- Charitable Organizations17.83%
- Pension & Profit Sharing Plans16.19%
- Individuals11.2%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Black Diamond Financial, LLC is a non-independent, retail-registered investment adviser organized as an LLC and SEC-registered in 2021. The firm serves both individual/family and institutional clients and provides portfolio management for individuals, small businesses, and for businesses or institutions. Its fee arrangements include percentage-of-AUM billing and fixed fees. The firm is not positioned as a capital allocator and does not identify as an active ESG investor or a pension consultant. Regulatory and industry affiliations include relationships with broker-dealers and other investment advisers.
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
- Exchange Traded Equities45%
- Public Funds/Mutual Funds38%
- State & Local Bonds12%
- Investment Grade Corp Bonds4%
- Sovereign Bonds1%
Owners & executives
2 of 2
Jaime Desmond
Chief Operating OfficerCRD 3174096
Philip Blancato
President and CEOCRD 2122221
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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