Amy
Diamond

Narus Financial Partners, LLC

CRD#6024336
Investment Advisor
in Salt Lake City, UT

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About this Advisor

Amy Diamond is a financial advisor who works out of Salt Lake City, Utah, who has 1 year of industry experience. Diamond is currently employed by Narus Financial Partners, LLC. Over the course of their career, Diamond has held roles at Td Ameritrade, Inc, Creative Planning, Copperwynd Financial, Narus Financial Partners, LLC, Td Ameritrade Investment Management, LLC and Mdd Ventures. Diamond maintains Series 63 and Series 66 licenses, which qualify them as a securities representative, and is registered to work in Utah. Narus Financial Partners, LLC is a financial advisory business that has its headquarters in Salt Lake City, UT. It has offices in two locations and a total of seven employees. It controls $319 million in total assets across its 442 accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. The firm provides financial advice to four charitable organizations. Of its 442 client accounts, 33% belong to high-net-worth investors who have greater than $1 million in assets available to invest. Narus Financial Partners, LLC has a set of services, including financial planning services, portfolio management for individuals and small businesses and other services. Fees charged by financial advisors largely vary depending on which services the firm provides the client. However, fees billed by Narus Financial Partners, LLC likely are comprised of any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

1 year

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

299 South State Street Suite 1300
Salt Lake City, UT 84111

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Narus Financial Partners, LLC Brokerage Details

Total Assets Under Management

$318,996,775

UT Average: $693,624,108
Total Number of Employees

7

UT Average: 12
Total Number of Accounts

442

UT Average: 1,115
Average Account Size

$721,712

UT Average: $622,084

Investment Advisory Services

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

Amy Diamond Work History

Amy has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Narus Financial Partners, LLC

2015 - 2022 (7 years)

Copperwynd Financial

2015 - 2015 (< 1 year)

Mdd Ventures

2014 - 2015 (1 year)

Creative Planning

2012 - 2014 (2 years)

Td Ameritrade, Inc

2012 - 2014 (2 years)

Td Ameritrade Investment Management, 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 Amy Diamond 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 Narus Financial Partners, LLC

Michael Robinson
Topock, AZ
Amy Diamond
Salt Lake City, UT
Jared Stubbs
Salt Lake City, UT
Curtis Lamb
Salt Lake City, UT
Trent Bowers
Salt Lake City, UT

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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