Black Diamond Financial is an investment advisor in Nutley with $245.02 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
260803520
SEC advisor number
801-96172
FINRA CRD number
145108
AUM ?
$701.43 mm
(as of 25 Mar 24)
Accounts
274
(as of 25 Mar 24)
Employees
13
(9 investment advisory or research)
Address
Black Diamond Financial
305 W PENNSYLVANIA AVE
TOWSON
MD 21204-4413
305 W PENNSYLVANIA AVE
TOWSON
MD 21204-4413
Phone
8043344059
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
12 Feb 24
13F-HR
Quarterly holdings report by institutional manager
3 Nov 23
13F-HR
Quarterly holdings report by institutional manager
2 Aug 23
13F-HR
Quarterly holdings report by institutional manager
11 May 23
13F-HR
Quarterly holdings report by institutional manager
6 Feb 23
13F-HR
Quarterly holdings report by institutional manager
8 Nov 22
13F-HR
Quarterly holdings report by institutional manager
27 Jul 22
13F-HR
Quarterly holdings report by institutional manager
9 May 22
13F-HR
Quarterly holdings report by institutional manager
7 Feb 22
13F-HR
Quarterly holdings report by institutional manager
2 Nov 21