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 registered investment adviser that has been operating since 1987. The firm is owned by an individual and focuses on serving individual and family clients through a percentage-of-AUM fee model. Its advisory services center on financial planning and discretionary portfolio management for individuals and small businesses. The firm is not flagged as an active ESG investor and is not documented as a multi-state adviser or 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
$597K in ETFs
100%
$597K
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR GOLD TRUST (GLD) | State Street | Passive | Commodities Focused | $597K | 1,620 | 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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