Diamant Asset Management, Inc.
RIASEC Registered
Total AUM
$212M
Discretionary
$212M
100% of AUM
Avg account
$3.6M
Accounts
59
Employees
3
Advisory reps
4
Firm details
- Headquarters
- Ridgefield, Connecticut
- CRD number
- 107788
- Registered since
- January 23, 1987
- Website
- www.portfolioadvisor.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI96.85%
- Pension & Profit Sharing Plans1.96%
- Charitable Organizations1.19%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Diamant Asset Management, Inc. is an independently owned, individual-owned RIA serving individuals and families. It provides financial planning and portfolio management for individuals and small businesses, charging fees based on assets under management. The firm has been registered with the SEC since 1987.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities69%
- Cash & Cash Equivalents15%
- State & Local Bonds11%
- Investment Grade Corp Bonds3%
- US Government Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$617K in ETFs
Passive
100%
$617K
Active
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR GOLD TRUST (GLD) | State Street | Passive | Commodities Focused | $617K | 1,620 | 100.00% |
Location
Primary office
Ridgefield, CT
Fairfield
Location
Ridgefield, CT
Headquartered in Ridgefield, CT, 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
- Fairfield
- Address
- 440 Main St
- Time zone
- ET (UTC-5)
- Office locations
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