DIAMANT ASSET MANAGEMENT, INC.

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Adviser Profile
As of Date 10/07/2024
Adviser Type - Large advisory firm
Number of Employees 3
of those in investment advisory functions 3
Registration SEC, Approved, 01/23/1987
AUM* 210,747,823 16.62%
of that, discretionary 210,747,823 16.62%
Private Fund GAV* 0
Avg Account Size 3,399,158 16.62%
% High Net Worth 92.19% -7.81%
SMA’s Yes
Private Funds 0
Contact Info 203 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Recent News

Reported AUM

Discretionary
Non-discretionary
196M 168M 140M 112M 84M 56M 28M
2016 2017 2018 2019 2020 2021 2022 2023

Private Funds

No private funds

Employees

Top Holdings

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Stck Ticker743315103 Stock NamePROGRESSIVE CORP COM $ Position$6,809,650 % Position4.00% $ Change21.00% # Change-1.00%
Stck Ticker533900106 Stock NameLINCOLN ELEC HLDGS INC COM $ Position$4,307,009 % Position3.00% $ Change0.00% # Change-1.00%
Stck Ticker525327102 Stock NameLEIDOS HOLDINGS INC COM $ Position$4,882,339 % Position3.00% $ Change10.00% # Change-2.00%
Stck Ticker713448108 Stock NamePEPSICO INC COM $ Position$4,433,204 % Position3.00% $ Change3.00% # Change0.00%
Stck Ticker437076102 Stock NameHOME DEPOT INC COM $ Position$3,920,310 % Position2.00% $ Change17.00% # Change-1.00%

Brochure Summary

Overview

Diamant Asset Management, Inc. (“Investment Manager”) provides investment advisory and supervisory services on a discretionary basis for a broad base of clients, including individuals, families, trusts, and retirement plans. Services may include defining investment objectives, asset allocation among types of securities, and portfolio management of equity and income oriented accounts. In providing its services, the sole standard of care imposed upon Investment Manager shall be to act with the care, skill, prudence, and diligence under the circumstances then prevailing that a prudent investment advisor acting in a like capacity and familiar with such matters would use in the conduct of a like character with like aims. In addition, Investment Manager assumes no responsibility for the accuracy of information furnished to Investment Manager by a client or a client's agent. With respect to investing in mutual funds, the client in effect will be paying two management fees, one to Investment Manager and one to the mutual fund advisor. Investment Manager was granted registration on December 10th 1986, as an investment advisor pursuant to Section 203 of the Investment Advisers Act of 1940. Herbert Diamant is the principal shareholder of Investment Manager. Mr. Diamant has been engaged in the business of providing investment
services to investment clientele since 1978. Prior investment services were rendered through Diamant Investment Corporation, which was an affiliated broker-dealer. That firm no longer exists as a registered broker-dealer. For more than forty-five years, the Diamant family continues to be actively involved in the investment business as the sole owners of both Diamant Asset Management, Inc. and Diamant Investment Corporation. The Diamant’s remain committed to providing senior level, long term investment advice and personal client attention. We avoid continuous turnover of key personnel to enable continuity of our relationships. A client's account is handled by a senior portfolio manager who is an experienced professional. Although we require a minimum of 7 years of investment experience before becoming a portfolio manager, Herbert Diamant has 46 years of experience, and Sheila Morgan has over 18 years of experience. The combined investment experience and seasoning of our portfolio managers has occurred through many economic and market conditions. To provide its hallmark of high quality and hands on service to its clients, Investment Manager restricts portfolio management to a limited number of sizable accounts. As of December 31, 2023, assets under management were $210,747,823, all of which was held in discretionary accounts.