BLUE DIAMOND FINANCIAL GROUP, LLC
Firm details
- Headquarters
- NEW CASTLE, Delaware
- CRD number
- 178518
- Fee structure
- Other
- Services
- Selection of Other Advisers
Firm profile
FINTRXOverview
Blue Diamond Financial Group, LLC is structured as a limited liability company with individual ownership. The firm’s advisory practice centers on selecting external managers rather than running a large in-house investment platform: its stated advisory activity is the selection of other advisers and it is identified as a capital allocator. Blue Diamond reports a nonstandard fee arrangement (listed as “Other”) and does not describe itself as an active ESG investor. It is not marked as a multistate or newly formed adviser, and it does not indicate pension consulting or related-adviser status. An industry affiliation with an accountant is also recorded.
Assets & Accounts
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
Contacts
1 of 1DONALD RATLEDGE
Managing MemberCRD 1498361
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
NEW CASTLE, DE
NEW CASTLE
Location
NEW CASTLE, DE
Headquartered in NEW CASTLE, DE, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the South.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- South
- County
- NEW CASTLE
- Address
- 92 Reads Way
- Time zone
- ET (UTC-5)
- Office locations
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