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Black Diamond Financial, LLC

Headquartered in TOWSON, MD

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Firm Information

Black Diamond Financial, LLC is an investment advisor based in Towson, MD. The firm provides financial planning, pension consulting, and portfolio management services for individuals, businesses, investment companies, and pooled investment vehicles. They manage approximately $701.43 million in assets, primarily for high-net-worth individuals, pension and profit-sharing plans, corporations and other businesses, and individuals other than high-net-worth individuals.

Black Diamond Financial, LLC

305 WEST PENNSYLVANIA AVENUE

TOWSON, MD 21204

$701.43M

Assets Under Management

Not reported

Total Clients

12

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (3)

BLACK DIAMOND FINANCIAL, LLC has a total of 3 branch locations across the country.
location

Bend, OR

location

BEND, OR

location

TOWSON, MD

Advisors at Black Diamond Financial, LLC

View All 12 Advisors
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Brigitte Strobl

RA

TOWSON, MD

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Jeffrey Allen Nattans

RA

TOWSON, MD

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Julien Luca Blancon

RA

TOWSON, MD

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Chase Llewellyn

RA

TOWSON, MD

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Robert Jeremy Tobin

RA

TOWSON, MD

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David Alan Zinreich

CFP®, RA

TOWSON, MD

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Julia Ullrich

RA

TOWSON, MD

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Paul William Svendsen

PFS®, RA

TOWSON, MD

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Disclosures

There are no public disclosures for Black Diamond Financial, LLC.

Frequently Asked Questions (7)

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