Active
BLACK DIAMOND FINANCIAL, LLC
Investment Advice
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$365.5M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 320.0M |
| Non-Discretionary | 45.6M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 314622 |
| SEC Number | 801-121640 |
| Phone | 201-214-2104 |
| Total Employees | 2 |
Client Count by Type (85 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 47 |
| High Net Worth Individual… | 28 |
| Charitable Organizations | 5 |
| Pension/Profit Sharing Pl… | 3 |
| State/Municipal Govt Enti… | 1 |
| Corporations/Businesses | 1 |
County data not available for this organization.