Great Diamond Partners, LLC
Firm details
- Headquarters
- Portland, Maine
- CRD number
- 299598
- Registered since
- May 9, 2019
- Website
- greatdiamondpartners.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI89.04%
- Individuals9.18%
- Pension & Profit Sharing Plans1.47%
- Charitable Organizations0.31%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Great Diamond Partners, LLC is an independent, individual‑owned registered investment adviser; it is SEC registered and filed with the SEC in 2019. The firm provides financial planning and portfolio management primarily for individuals, families and small businesses, and it also serves institutional clients. Compensation is delivered through a mix of percentage‑of‑AUM fees alongside hourly and fixed fees. Investment orientation favors equities and exchange‑traded instruments, and the firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities42%
- Public Funds/Mutual Funds34%
- Investment Grade Corp Bonds8%
- Cash & Cash Equivalents8%
- State & Local Bonds6%
Contacts
3 of 8
John Piper
Founding PartnerCRD 5198426
Helen Andreoli
Founding PartnerCRD 4211137
Wyatt Andreoli
Financial AdvisorCRD 6505207
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 108Active vs passive
$387M in ETFs
79%
$306M
19%
$80.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD MORNINGSTAR TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $33M | 88,142 | 8.53% |
Location
Portland, ME
Cumberland
Location
Portland, ME
Headquartered in Portland, ME, anchoring the Portland-Lewiston-South Portland, ME metro in the Northeast.
- Metro area
- Portland-Lewiston-South Portland, ME
- Region
- Northeast
- County
- Cumberland
- Address
- 22 Monument Sq
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Old Port Advisors
RIAPortland, ME
FOW Partners, LP
RIAPortland, ME
Headinvest
RIAPortland, ME
Aries Wealth Management, LLC
RIAPortland, ME
Bigelow Investment Advisors, LLC
RIAPortland, ME
Portland Global Advisors LLC
RIAPortland, ME