Coady Diemar Partners, LLC

Broker-DealerFINRA MemberEst. 2004
Total AUM
Advisory reps
7
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
128334
Registered since
January 13, 2004

Firm profile

FINTRX

Overview

Coady Diemar Partners, LLC is organized as a limited liability company and has been SEC-registered since 2004. The firm is classified in available records as an investment bank and is privately owned by an individual. Data reviewed indicate the firm does not identify itself as a capital allocator, is not active on ESG investing, is not registered as a multi-state adviser, and is not listed as a pension consultant or related adviser. The firm did not provide details about its client base, fee schedules, specific business lines, or advisory activities in the material reviewed.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 7
  • John Magrane

    John Magrane

    Managing DirectorCRD 719036

  • Colin Knudsen

    Colin Knudsen

    Senior AdvisorCRD 1202815

  • J Mullen

    J Mullen

    Senior AdvisorCRD 1079394

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
270 Lafayette St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth