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Building 2BLACK DIAMOND FINANCIAL, LLC

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Phone201-214-2104
NotebookSEC #801-121640
Total AUM
$440.6M
Employees
2
Clients
92

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00 AM-5:00 PM
Monday - Friday
Phone
201-214-2104

ReceiptFinancials

Total AUM
$440.6M
Accounts
247
Discretionary
$369.2M
Accounts
239
Non-Discretionary
$71.3M
Accounts
8

ContactClients

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Individual Clients
55
AUM
$49.3M
HNW Individual Clients
26
AUM
$241.3M
Pension/Profit Sharing Plan Clients
8
AUM
$71.3M
Charitable Organization Clients
3
AUM
$78.6M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLGAILMDNCNJNVNYVT

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 11 other businesses.

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