Advisor at Diamant Asset Management, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Diamant Asset Management, Inc.
Location
Greenwich, CT 06830
Credentials
Series 63, Series 65
Industry experience
48 years
Herbert Diamant is a financial advisor at Diamant Asset Management, Inc. with 48 years of industry experience. He has been involved with Diamant Investment Corporation since 1978 and has worked at Diamant Asset Management since its inception in 1998. He holds Series 63 and Series 65 licenses. Diamant Asset Management provides discretionary investment advisory and portfolio management services to individuals, high-net-worth families, trusts, estates, and retirement plans. The firm employs a long-term, buy-and-hold investment approach focused on fundamental analysis and integrates tax considerations and client communication into its portfolio management.
Based on Diamant Asset Management, Inc.
$0 - $1,000,000: 1.50% (Equities segment) $1,000,001 - $2,500,000: 1.25% (Equities segment) $2,500,001 - $5,000,000: 1.00% (Equities segment) $5,000,001+: 0.75% (Equities segment) $0 - $1,000,000: 0.75% (Fixed Income Bonds segment) $1,000,001 - $10,000,000: 0.50% (Fixed Income Bonds segment) $10,000,001+: 0.375% (Fixed Income Bonds segment)
Account minimum: $1,000,000 Minimum fee: Minimum quarterly fee of $2,000.00
170 Mason St.
Greenwich, CT 06830
Connecticut · Florida · Massachusetts · New York · North Carolina · South Carolina
Diamant Investment Corp
1998 - Present (28 years)
Diamant Asset Management Inc
1998 - Present (28 years)
Diamant Investment Corporation
1978 - Present (48 years)
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Real estate agent
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Other specialized services
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