← Back to searchVisit website
BLACK DIAMOND FINANCIAL, LLC
CRD 314622 · SEC 801-121640
VT, United States
Phone
201-214-2104
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$440.6M
Discretionary AUM
$369.2M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 55 | $49.3M |
| High net worth individuals | 26 | $241.3M |
| Pension/profit sharing plans | 8 | $71.3M |
| Charitable organizations | 3 | $78.6M |
States served
VT, CA, GA, IL, MD, NV, NJ, NY, NC, FL
All web addresses on file
Official SEC filing: View on IAPD