BLACK DIAMOND FINANCIAL, LLC - Financial Advisor in Maryland, Towson

Tel: 443-841-7772 305 West Pennsylvania Avenue Towson, Maryland 21204

About BLACK DIAMOND FINANCIAL, LLC

BLACK DIAMOND FINANCIAL, LLC is a Towson, Maryland based financial advisory firm with nearly $701,427,211 in assets under management and provides investment advisory services for 274 clients. There are currently 13 financial advisors at the firm.

General Information

Firm CRD#:

145108

Firm SEC#:

801-96172

Assets Under Management:

$701,427,211

No. of Clients:

274

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

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$959,418,000

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1806

$556,304,090

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$290,000,000

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