Diamant Asset Management, Inc.
Firm details
- Headquarters
- Ridgefield, Connecticut
- CRD number
- 107788
- Registered since
- January 23, 1987
- Website
- www.portfolioadvisor.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI96.85%
- Pension & Profit Sharing Plans1.96%
- Charitable Organizations1.19%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Diamant Asset Management, Inc. is an independent, SEC-registered investment adviser that has been operating since 1987. The firm is owner-operated and concentrates on individuals and families, offering financial planning and portfolio management for individuals and small businesses. Its pricing model is a percentage of assets under management. The adviser does not identify as an active ESG investor, is not a multi-state adviser, and is not organized as a capital allocator.
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 Equities69%
- Cash & Cash Equivalents15%
- State & Local Bonds11%
- Investment Grade Corp Bonds3%
- US Government Bonds1%
Contacts
3 of 4
Lisette Diamant
Vice PresidentCRD 7275506
Herbert Diamant
Owner, PresidentCRD 603117
Sheila Morgan
Portfolio ManagerCRD 6415177
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$69.7M in ETFs
100%
$69.7M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR GOLD TRUST (GLD) | State Street | Passive | Commodities Focused | $69.7M | 697,070 | 100.00% |
Location
Ridgefield, CT
Fairfield
Location
Ridgefield, CT
Headquartered in Ridgefield, CT, 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
- Fairfield
- Address
- 440 Main St
- Time zone
- ET (UTC-5)
- Office locations
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