Jeffrey
Nattans
Black Diamond Financial, LLC
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About this Advisor
Jeffrey Nattans is a financial advisor based in Towson, Maryland, working with Black Diamond Financial, LLC. Jeffrey has previously held positions at Legg Mason & Co LLC, Legg Mason Investor Services, LLC, Sagamore Ventures, and Black Diamond Financial. Jeffrey has passed the Series 65 regulatory exam and is registered to provide services in Maryland. Currently, Jeffrey is part of Black Diamond Financial, LLC, which operates out of Towson, Maryland. The firm has 1 office and 13 employees. The firm manages assets totaling $701.4 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and pension consulting services. The fee structure at Black Diamond Financial, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Black Diamond Financial, LLC Brokerage Details
$701,427,211
13
274
$2,559,953
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
Jeffrey Nattans Work History
Black Diamond Financial
Sagamore Ventures
Legg Mason & Co LLC
Legg Mason Investor Services, LLC
Disclosures
Please visit the SEC profile of Jeffrey Nattans 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
Towson, MD
Towson, MD
Towson, MD
Towson, MD
Towson, MD
Towson, MD
Towson, MD
Towson, MD
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