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GREAT DIAMOND PARTNERS, LLC
CRD 299598 · SEC 801-115058
22 MONUMENT SQUARE, SUITE 300, PORTLAND, ME, 04101, United States
Phone
207-274-2500
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$804.1M
Discretionary AUM
$804.1M
Team
12 total employees; 7 advisory reps; 1 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)BUSINESS TRANSITION PLANNING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 238 | $73.8M |
| High net worth individuals | 285 | $715.9M |
| Pension/profit sharing plans | 7 | $11.8M |
| Charitable organizations | 3 | $2.5M |
States served
VT, CO, ME, MA, NY, PA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD