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Building 2DIAMOND WEALTH ADVISORS

Map pinCARLISLE, PA
Phone(717) 462-6422
NotebookSEC #801-118957
Total AUM
$210.9M
Employees
6
Clients
413

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
396 ALEXANDER SPRING ROAD
SUITE 3
CARLISLE
PA 17015
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
(717) 462-6422

ReceiptFinancials

Total AUM
$210.9M
Accounts
1,378
Discretionary
$196M
Accounts
925
Non-Discretionary
$14.9M
Accounts
453

ContactClients

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Individual Clients
351
AUM
$99M
HNW Individual Clients
62
AUM
$112M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLLAMDNJPATX

HandshakeAffiliates

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

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