Black Diamond Financial, LLC
Black Diamond Financial, LLC (CRD# 145108) is a financial advisory firm headquartered in Towson, MD. They manage $701,427,211 in 274 accounts and serve the financial needs of clients across 7 states (or territories).
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Total Assets Under Management701MILLION
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Total Number of Accounts274ACCOUNTS
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Average Account Value$2,559,953
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
CA, FL, LA, MD, OR, TX, UT
Julien Blancon (CRD# 6850908) is an Investment Advisor Representative working at Black Diamond Financial, LLC in Towson, MD and has over 6 years of experience in the finance industry.
Lindsay Dryden (CRD# 3114622) is an Investment Advisor Representative working at Black Diamond Financial, LLC in Towson, MD and has over 24 years of experience in the finance industry.
Matthew Goette (CRD# 3114797) is an Investment Advisor Representative working at Black Diamond Financial, LLC in Towson, MD and has over 24 years of experience in the finance industry.
Paul Svendsen (CRD# 5869846) is an Investment Advisor Representative working at Black Diamond Financial, LLC in Towson, MD and has over 15 years of experience in the finance industry.
David Zinreich (CRD# 6252531) is an Investment Advisor Representative working at Black Diamond Financial, LLC in Towson, MD and has over 10 years of experience in the finance industry.
Derek Holdredge (CRD# 5601407) is an Investment Advisor Representative working at Black Diamond Financial, LLC in Towson, MD and has over 15 years of experience in the finance industry.
Jeffrey Nattans (CRD# 2786221) is an Investment Advisor Representative working at Black Diamond Financial, LLC in Towson, MD and has 1 year of experience in the finance industry.
Alexander Roesner (CRD# 7146708) is an Investment Advisor Representative working at Black Diamond Financial, LLC in Towson, MD and has over 4 years of experience in the finance industry.
Brigitte Strobl (CRD# 7681159) is an Investment Advisor Representative working at Black Diamond Financial, LLC in Towson, MD and has 1 year of experience in the finance industry.
Julia Ullrich (CRD# 7771523) is an Investment Advisor Representative working at Black Diamond Financial, LLC in Towson, MD and has 1 year of experience in the finance industry.