Adviser Profile
| As of Date | 04/06/2025 |
| Registration status | Registration Changed to DIAMOND CLIENT GROUP, LLC |
| ADV Location | THE WOODLANDS, TX, United States |
| Contact Info | 832 xxxxxxx |
| Websites |
| AUM* | 117,334,720 36% |
| of that, discretionary | 66,743,214 26% |
| Number of Employees | 8 33% |
| of those in investment advisory functions | 8 33% |
| Private Fund GAV* | 0 |
| Avg Account Size | 186,839 1% |
| % High Net Worth | 37.74% 3% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Other investment advisers
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Market timing services
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1
Private Funds
No private funds