COADY DIEMAR PARTNERS, LLC

Broker-DealerFINRA MemberEst. 2004
Total AUM
Advisory reps
8
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
128334
Registered since
January 13, 2004

Firm profile

FINTRX

Overview

Coady Diemar Partners, LLC is organized as a limited liability company and has been SEC-registered since 2004. The firm is classified in the data set as an investment bank and is owned by an individual owner. The profile indicates it does not operate as a capital allocator and is not identified as an active ESG investor. Public filing fields show the firm is not a multi-state adviser, not newly formed, and is not listed as a pension consultant or a related adviser. The firm has not provided granular disclosures in the source data about its client segments, fee schedule, specific business lines, or advisory activities.

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 8
  • JOHN MAGRANE

    Managing DirectorCRD 719036

  • COLIN KNUDSEN

    Senior AdvisorCRD 1202815

  • J MULLEN

    Senior AdvisorCRD 1079394

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
270 Lafayette St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth