Diamond Equity Advisors
Diamond Equity Advisors (CRD# 306451) is a financial advisory firm headquartered in Columbus, OH. They manage $12,420,952 in 135 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management12MILLION
-
Total Number of Accounts135ACCOUNTS
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Average Account Value$92,007
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
LA, OH, TX
Financial Advisors at Diamond Equity Advisors
1
Perry Jeffries (CRD# 4695547) is an Investment Advisor Representative working at Diamond Equity Advisors in Columbus, OH and has over 20 years of experience in the finance industry.
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