Herbert
Diamant
Diamant Asset Management, Inc
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About this Advisor
Herbert Diamant is a financial advisor working in Greenwich, Connecticut with 36 years of relevant experience. Diamant is an employee of Diamant Asset Management, Inc. Diamant has gained experience at Diamant Investment Corporation, Diamant Asset Management Inc and Diamant Investment Corp. Diamant has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can serve investors in Connecticut, Florida, Massachusetts, New York, North Carolina and South Carolina. Diamant Asset Management, Inc is a financial advisory company based in Ridgefield, CT. It has $181 million in total assets among its 62 customer accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. Of its 62 customer accounts, 100% belong to high-net-worth investors who have greater than $1 million in investable assets. The advisory firm provides a few services, such as financial planning services and portfolio management for individuals and small businesses. Financial management fee schedules usually depend on the type of financial services. Fee types billed by Diamant Asset Management, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Diamant Asset Management, Inc Brokerage Details
$180,713,255
3
62
$2,914,730
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Herbert Diamant Work History
Herbert has been registered as a financial advisor for 36 years.*
Diamant Asset Management Inc
Diamant Investment Corp
Diamant Investment Corporation
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Herbert Diamant to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Diamant Asset Management, Inc
Ridgefield, CT
Ridgefield, CT
Greenwich, CT
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