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Building 2BLACK DIAMOND FINANCIAL, LLC

Map pinLUTHERVILLE, MD
Phone443-841-7772
NotebookSEC #801-96172
Total AUM
$1.4B
Employees
17
Clients
361

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2330 WEST JOPPA ROAD
SUITE 320
LUTHERVILLE
MD 21093
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
443-841-7772
Other Offices
1

ReceiptFinancials

Total AUM
$1.4B
Accounts
1,261
Discretionary
$1.2B
Accounts
1,252
Non-Discretionary
$143.9M
Accounts
9

ContactClients

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Individual Clients
117
AUM
$90.6M
HNW Individual Clients
218
AUM
$1B
Pooled Vehicle Clients
3
AUM
$50.2M
Pension/Profit Sharing Plan Clients
6
AUM
$91.8M
Charitable Organization Clients
7
AUM
$83.7M
Corporation or Business Clients
10
AUM
$16.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLLAMDORTXUT

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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