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Building 2BLUE DIAMOND CAPITAL INVESTMENT ADVISORS

Map pinPROVO, UT
Phone801-932-0311
NotebookSEC #801-131918
Total AUM
$301.4M
Employees
3
Clients
13

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
180 N UNIVERSITY AVE
SUITE 250
PROVO
UT 84601
United States
Operating Hours
9 AM-5 PM
Monday - Friday
Phone
801-932-0311

ReceiptFinancials

Total AUM
$301.4M
Accounts
33
Discretionary
$0
Accounts
0
Non-Discretionary
$301.4M
Accounts
33

ContactClients

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Individual Clients
1
AUM
$9M
HNW Individual Clients
1
AUM
$211M
Pooled Vehicle Clients
10
AUM
$81.4M
Charitable Organization Clients
1
AUM
$49.9K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
UT

HandshakeAffiliates

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

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