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DIAMOND CLIENT GROUP, LLC
CRD 310570 · SEC 801-132329
9595 SIX PINES DRIVE, SUITE 6200, THE WOODLANDS, TX, 77380, United States
Phone
832-319-1555
Fax
832-319-1555
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$185.8M
Discretionary AUM
$99.8M
Team
11 total employees; 11 advisory reps; 5 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-21
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 187 | $18.2M |
| High net worth individuals | 180 | $117.2M |
| Charitable organizations | 9 | $410K |
| Other investment advisers | 19 | $6.2M |
| Corporations/business entities | 41 | $43.7M |
States served
CA, LA, PA, TN, VA, TX
All web addresses on file
Official SEC filing: View on IAPD