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Building 2GREAT DIAMOND PARTNERS, LLC

Map pinPORTLAND, ME
Phone207-274-2500
NotebookSEC #801-115058
Total AUM
$804.1M
Employees
12
Clients
533

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
22 MONUMENT SQUARE
SUITE 300
PORTLAND
ME 04101
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
207-274-2500
Other Offices
1

ReceiptFinancials

Total AUM
$804.1M
Accounts
1,736
Discretionary
$804.1M
Accounts
1,736
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
238
AUM
$73.8M
HNW Individual Clients
285
AUM
$715.9M
Pension/Profit Sharing Plan Clients
7
AUM
$11.8M
Charitable Organization Clients
3
AUM
$2.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
BUSINESS TRANSITION PLANNING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
COFLMAMENHNYPATXVT

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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