Black Diamond Financial Planning, LLC
Black Diamond Financial Planning, LLC (CRD# 297041) is a financial advisory firm headquartered in , . They manage $33,669,373 in 9 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Black Diamond Financial Planning, LLC
By the Numbers
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Total Assets Under Management34MILLION
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Total Number of Accounts9ACCOUNTS
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Average Account Value$3,741,041
Compensation Options
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MA
Financial Advisors at Black Diamond Financial Planning, LLC
1
Mark Giometti (CRD# 7081340) is an Investment Advisor Representative working at Black Diamond Financial Planning, LLC in Arlington, MA and has 1 year of experience in the finance industry.
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