Diamond Lake Capital

Diamond Lake Capital (CRD# 314605) is a financial advisory firm headquartered in , . They manage $725,000 in 5 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
https://www.diamondlakecapital.com/
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    5
    ACCOUNTS
  • Average Account Value
    $145,000
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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.

TX, UT

Financial Advisors at Diamond Lake Capital
Showing 1 - 2 of 2 top financial advisors.
1
Joseph Andelin, financial advisor Draper UT
Joseph Andelin
CRD#: 5065965
Draper, UT

Joseph Andelin (CRD# 5065965) is an Investment Advisor Representative working at Diamond Lake Capital in Draper, UT and has over 3 years of experience in the finance industry.

2
Gregory Greer, financial advisor Draper UT
Gregory Greer
CRD#: 5018216
Draper, UT

Gregory Greer (CRD# 5018216) is an Investment Advisor Representative working at Diamond Lake Capital in Draper, UT and has over 3 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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