Great Diamond Partners, LLC

Great Diamond Partners, LLC (CRD# 299598) is a financial advisory firm headquartered in Portland, ME. They manage $649,123,040 in 1,619 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
22 Monument Square, Suite 300, Portland, ME 04101
https://www.facebook.com/great-diamond-partners-727704101003931
By the Numbers
  • Total Assets Under Management
    649
    MILLION
  • Total Number of Accounts
    1,619
    ACCOUNTS
  • Average Account Value
    $400,941
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
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO, FL, MA, ME, NH, TX

Financial Advisors at Great Diamond Partners, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Helen Andreoli, financial advisor Portland ME
Helen E. Andreoli
CRD#: 4211137
22 Monument Square, Suite 300, Portland, ME 04101

Helen Andreoli (CRD# 4211137) is an Investment Advisor Representative working at Great Diamond Partners, LLC in Portland, ME and has over 23 years of experience in the finance industry.

2
Wyatt Andreoli, financial advisor Portland ME
Wyatt Andreoli
CRD#: 6505207
22 Monument Square, Suite 300, Portland, ME 04101

Wyatt Andreoli (CRD# 6505207) is an Investment Advisor Representative working at Great Diamond Partners, LLC in Portland, ME and has over 7 years of experience in the finance industry.

3
Lisa Demers, financial advisor Portland ME
Lisa S. Demers
CRD#: 2536000
22 Monument Square, Suite 300, Portland, ME 04101

Lisa Demers (CRD# 2536000) is an Investment Advisor Representative working at Great Diamond Partners, LLC in Portland, ME and has over 29 years of experience in the finance industry.

4
John Piper, financial advisor Portland ME
John M. Piper
CRD#: 5198426
22 Monument Square, Suite 300, Portland, ME 04101

John Piper (CRD# 5198426) is an Investment Advisor Representative working at Great Diamond Partners, LLC in Portland, ME and has over 14 years of experience in the finance industry.

5
Joseph Powers, financial advisor Portland ME
Joseph W. Powers
CRD#: 2465108
22 Monument Square, Suite 300, Portland, ME 04101

Joseph Powers (CRD# 2465108) is an Investment Advisor Representative working at Great Diamond Partners, LLC in Portland, ME and has over 29 years of experience in the finance industry.

6
Andrew Scott, financial advisor Portland ME
Andrew T. Scott
CRD#: 5634678
22 Monument Square, Suite 300, Portland, ME 04101

Andrew Scott (CRD# 5634678) is an Investment Advisor Representative working at Great Diamond Partners, LLC in Portland, ME and has over 10 years of experience in the finance industry.

7
Steven Tenney, financial advisor Portland ME
Steven E. Tenney
CRD#: 2393759
22 Monument Square, Suite 300, Portland, ME 04101

Steven Tenney (CRD# 2393759) is an Investment Advisor Representative working at Great Diamond Partners, LLC in Portland, ME and has over 30 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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