Diamant Asset Management, Inc.

Diamant Asset Management, Inc. (CRD# 107788) is a financial advisory firm headquartered in Ridgefield, CT. They manage $210,747,823 in 62 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
440 Main Street, Ridgefield, CT 06877
http://www.portfolioadvisor.com
By the Numbers
  • Total Assets Under Management
    211
    MILLION
  • Total Number of Accounts
    62
    ACCOUNTS
  • Average Account Value
    $3,399,158
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT, FL, MA, NC, NY, SC

Financial Advisors at Diamant Asset Management, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Herbert Diamant, financial advisor Greenwich CT
Herbert A. Diamant
CRD#: 603117
170 Mason St., Greenwich, CT 06830

Herbert Diamant (CRD# 603117) is an Investment Advisor Representative working at Diamant Asset Management, Inc. in Greenwich, CT and has over 31 years of experience in the finance industry.

2
Sheila Morgan, financial advisor Ridgefield CT
Sheila Morgan
CRD#: 6415177
440 Main Street, Ridgefield, CT 06877

Sheila Morgan (CRD# 6415177) is an Investment Advisor Representative working at Diamant Asset Management, Inc. in Ridgefield, CT and has over 6 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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