Angela
Hubler

Black Diamond Financial, LLC

CRD#7478230
Investment Advisor
in Towson, MD

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About this Advisor

Angela Hubler is a financial advisor based out of Towson, Maryland with 2 years of relevant experience. Hubler is an advisor for Black Diamond Financial, LLC. Their career trajectory has included roles at Black Diamond Financial, LLC and Callan Accounting Cpas & Advisors, LLC. Hubler has a Series 65 license, certifying them as an investment advisor representative, and is able to advise clients in Oregon. Black Diamond Financial, LLC is an advisory company operating out of Towson, MD. The firm has a total of nine financial advisors. It oversees $546 million in assets under management across its 801 customer accounts, placing it among the bigger financial advisory firms in the nation by assets under management. The firm provides services to four charitable organizations. Of its 801 client accounts, 48% are associated with high-net-worth clients who have at least $1 million in assets. Black Diamond Financial, LLC has a set of services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees for financial management vary depending on which service is offered. However, fees billed by Black Diamond Financial, LLC may include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

305 West Pennsylvania Avenue
Towson, MD 21204

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Black Diamond Financial, LLC Brokerage Details

Total Assets Under Management

$545,885,247

MD Average: $6,889,882,315
Total Number of Employees

9

MD Average: 45
Total Number of Accounts

801

MD Average: 765
Average Account Size

$681,505

MD Average: $9,006,382

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Angela Hubler Work History

Angela has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Black Diamond Financial, LLC

2000 - Present (24 years)

Callan Accounting Cpas & Advisors, LLC

*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 Angela Hubler 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 Black Diamond Financial, LLC

Brigitte Strobl
Towson, MD
Alexander Roesner
Towson, MD
Lindsay Dryden
Towson, MD
Derek Holdredge
Towson, MD
Julien Blancon
Towson, MD
Matthew Goette
Towson, MD
David Zinreich
Towson, MD
Paul Svendsen
Towson, MD

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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