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
4200 Regent Street, Suite 200, Columbus, OH 43219
http://www.diamondequityadvisors.com
By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    135
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

LA, OH, TX

Financial Advisors at Diamond Equity Advisors
Showing 1 - 1 of 1 top financial advisors.
1
Perry Jeffries, financial advisor Columbus OH
Perry K. Jeffries
CRD#: 4695547
4200 Regent Street, Suite 200, Columbus, OH 43219

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.

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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